Experience 10 Years
Josh has supervisory responsibility over a team of client service associates who serve GW&K’s private wealth client base assuring that all aspects of account management run smoothly.
Prior to joining the client service team, Josh spent time in our operations group as a trade settlements associate. He began his investment career as a corporate actions income & tax specialist with Brown Brothers Harriman.
Josh graduated with a BS in Entrepreneurship and New Venture Management & Marketing as well as an MBA in Investments and Technical Entrepreneurship from Northeastern University. He is a CFA® charterholder and is a member of the CFA Institute and the CFA Society Boston.
I love to travel and explore the world. From the bustling streets of Rome or Barcelona to the tiny, remote villages of Laos, I’m always amazed at the connectedness of the human spirit. Read or watch all the travel shows you want, but there is nothing better than fully immersing yourself in another person’s culture to help truly understand one’s own sense of worth and outlook on the world.
Year-end is an excellent time to review your estate and financial plan. GW&K’s Wealth Strategist, Melissa Jacoby, shares year-end planning ideas that may offer meaningful tax-savings opportunities in her updated guide.Read Article