Josh Goldsmith, CPA
Senior Vice President, Head of Family Office Accounting
Josh brings over a decade of experience specializing in income tax and outsourced accounting. In his current role as Head of Family Office Accounting, he manages and maintains the financial records of our Family Office clients, in addition to providing management reporting and CFO consulting services. While his role focuses on developing a concierge service platform to provide customized financial reporting, bill pay services, and budgeting, he also has excellent relationship-building skills that serve him well within the broader team. He is dedicated to the training and education of the junior staff while still providing excellent customer service.Prior to joining the team, he served as a Tax Manager at a boutique public accounting firm specializing in serving high-net-worth individuals, business owners, and corporate executives.Josh is a member of the American Institute of Certified Public Accountants (CPAs) and the New York State Society of CPAs.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
