Joshua Thomas Grubbs,
CFA®, MBA, AIF®
Financial Planner, RJFSA
Josh is a Venice native who has been working in the financial services industry since 2018. He earned a bachelor’s degree in business from Rollins College and later received his MBA with a concentration in Finance from the Roy E. Crummer Graduate School of Business. While at Rollins, Josh was a four-year member of the Rollins College Baseball team and served as an assistant coach during his final year of graduate school.
Josh is a CFA® Charterholder and holds the Accredited Investment Fiduciary® (AIF®) designation.
Following his graduation from Crummer, Josh’s passion for financial markets led him to Atlanta, GA, where he worked as an analyst for a large institutional investment consulting firm. In this role, he collaborated with consultants to provide investment advice to foundations, endowments, and both defined benefit and defined contribution plans. During his time in Atlanta, he also worked as an Institutional Relationship Associate at a mid-sized investment management firm, servicing institutional clients as well as high-net-worth individuals.
Josh now lives in Venice with his wife, Julia, and their 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.
