Joshua is Vice President of Investments at Raymond James. Born and raised in Alameda California he received a bachelor’s degree in communications from the University of Arizona with an emphasis in business in 2005. In 2006 upon his return to the Bay Area, he worked as a financial advisor for Ameriprise Financial in San Francisco. There he created and implemented financial planning strategies for high-net-worth clients.
In 2010 Joshua was recruited to join Paul Berman and the 24/7 Investment Group of Raymond James in an associate Vice President role at the Royal Bank of Canada in Century City. Joshua and the team joined Raymond James of Beverly Hills in 2015.
He has devoted his career to helping each client have a comprehensive wealth management plan for pursuing their most important goals in life, from managing and preserving their wealth to building a retirement plan and legacy. Joshua is knowledgeable and genuine, as a result, he has built many long-term client relationships with affluent families from business owners to professional athletes.
Outside of work, Joshua, his wife Charlotte and 3 children Jake, Bella and Chase enjoy traveling and visiting their family in Europe. He currently lives in Westchester and is actively involved in his community as well as mentoring young professionals.