What Corporate Executives Should Know About Their Equity Compensation
You work so hard to drive company performance, and your success and accomplishments provide additional…
Senior Vice President
Josh is an Advisor in our New York office, where he works with his clients on their investment and advanced planning needs. He understands that wealth preservation is of paramount importance to affluent clients, and is also keenly focused on client concerns regarding wealth enhancement and tax mitigation, wealth transfer, wealth protection, and charitable giving.
Included in Barron’s Top Advisor rankings for five consecutive years and bringing over two decades of industry experience, he prides himself on providing a holistic, elite wealth management experience to all clients.
Josh lives in Manhattan with his two daughters, is an active parent in their high school communities, and enjoys music, martial arts, and playing chess.
*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.