Joshua A. Daniel
Vice President
Josh is responsible for the analysis of defined benefit, endowment, foundation and other nonprofit client investment portfolios. Prior to joining the firm in 2021, Josh was an Investment/Performance Analyst at Strategic Capital Investment Advisors. He graduated with a BS in Business Administration – Finance from DeVry University and from California State University with a BS in Business Administration–Marketing. He also completed Level I the CFA Program.
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.
