Joshua Frank

Advisor Associate

Joshua joined the firm in 2018, having previously interned in the Delafield, Wisconsin office. Joshua brings with him a decade of experience as a local Talmudical scholar, teacher, and tutor, combining his passion for analytical study with a deep commitment to his community. In addition to his scholarly pursuit of Talmud law, Joshua serves on the board of directors for the Torah Academy of Milwaukee, and previously taught elementary school students. Joshua returned to his native Milwaukee after living in New York to raise his young family, and to help grow the community he was raised in. This depth of engagement in his community has led Joshua to a career committed to client service, investing his time and energy in further understanding the needs of each client he works with, while managing the day-to-day details of their finances. His enthusiasm and can-do attitude are an asset to both our firm and our clients.

Previous Experience

  • Wealth Management Intern at Bronfman Rothschild

Education & Credentials

  • Bachelor’s in Talmudic Law, Yeshiva Shaarei Torah of Rockland
  • Series 65 license

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.