Cfp® Cima® Josh Gilbert

Josh Gilbert, CFP® CIMA®, has extensive experience in the financial industry. Josh began their career at Skew Trading Capital as a Commodity Options and Futures Trader from 2003 to 2006. Following this, they worked at ABN AMRO/LaSalle Bank as a Trust Officer from 2006 to 2007. Josh then joined Northern Trust Corporation as a Vice President-Investment Relationship Manager-RIA-Northeast from 2007 to 2014. Josh then transitioned to BMO Global Asset Management U.S. as a Director, Regional Sales-Northeast from 2014 to 2020. Currently, they are employed at Victory Capital as a Senior Regional Director-RIA, Bank Trust, Multi-Family Offices-East, a position they have held since 2020.

Josh Gilbert, CFP® CIMA®, obtained a Master of Business Administration (MBA) degree with a focus on Finance & Managerial Leadership from Northwestern University - Kellogg School of Management. Josh attended this institution from 2009 to 2012. Prior to that, they completed their Bachelor of Arts (B.A.) degree in Economics at the University of Michigan, where they studied from 1999 to 2003.

In addition to their academic achievements, Josh Gilbert has obtained the CFP certification from the CFP Institutes Certified Financial Planners. Josh achieved this certification in December 2018. Josh also holds the CIMA® certification from the Investment Management Consultants Association, but further information about the month and year of obtaining this certification is not available.