All Posts by

Joshua Shoshan, CFP®, APMA™, CEPA

Josh is an advisor in our NYC office.

What Corporate Executives Should Know About Their Equity Compensation

You work so hard to drive company performance, and your success and accomplishments provide additional compensation through your company’s equity-based ...

The Case for Exit Planning & Why I Earned My Certified Exit Planning Advisor (CEPA) Credential

In my wealth management practice, I focus on helping business owners and corporate executives achieve quality of life and financial ...