Joshua Weiss

Joshua Weiss, CFA, MMF, serves as a Private Wealth Manager at Quadrant Private Wealth, where the focus is on simplifying clients' financial complexities and managing risks to ensure asset protection and financial stability. Prior to this, Joshua held multiple roles at d1g1t Inc., including Director of Sales Engineering and Financial Engineer, contributing to the transition of wealth management firms into technology-driven business models. Experience at BMO Nesbitt Burns as an Investment Advisor involved portfolio reviews, investment guidance, and equity research for clients. At Algorithmics, an IBM Company, Joshua was a Senior Risk Consultant, leading the development of data services for pricing and risk modeling, and providing guidance on risk analysis techniques. Joshua’s educational background includes a Master of Mathematical Finance from the University of Toronto and a Bachelor of Mathematics from the University of Waterloo.