Joshua Grubbs,

Josh is a Venice native and has been working in the financial services industry since 2018. He graduated from Rollins College with a bachelor’s degree in business before attending the Roy E. Crummer School of Business to earn his MBA with a concentration in Finance. While at Rollins, Josh was a member of the Rollins College Baseball team for 4 years and an assistant coach during his last year of graduate school. Josh is working to become a CFA^® charterholder and passed level II of the exam in 2023. He is currently a candidate for level III. Josh also holds the Accredited Investment Fiduciary^® certification.

After graduating from Crummer School of Business, Josh’s passion for financial markets brought him to Atlanta, GA where he worked as an analyst for a large institutional investment consultant. In this role, Josh worked with consultants to provide foundations, endowments, defined benefit, and defined contribution plans investment advice. Also, while in Atlanta, Josh worked as an Institutional Relationship Associate for a mid-sized investment manager servicing institutional clients along with high-net-worth individuals.

Josh now lives in Venice with his wife, Julia, and their adopted cat, Ozzy. His family loves to be outdoors and enjoys exploring the beautiful city of Venice. Josh stays involved with the baseball community by providing instruction to local youth. If he’s not at the baseball field, you’ll likely find him and his wife boating, hiking, golfing, or at the beach.