Joshua Shoshan, CFP®, APMA™, CEPA
Senior Vice PresidentJosh is an advisor in our New York City office, where he partners with clients on their investment and advanced planning needs. With more than 25 years of experience in the financial services industry—and many years of hands-on investing experience—Josh brings a deep understanding of the complex financial lives of affluent individuals and families. He is particularly focused on the unique planning challenges and opportunities faced by corporate executives and business owners, including concentrated stock exposure, equity compensation and monetization strategies, succession planning, and liquidity events.
He places strong emphasis on wealth preservation and tax mitigation, while also guiding clients through trust and estate planning, asset protection, jurisdictional diversification, and charitable giving. Josh is known for delivering a holistic, highly personalized wealth management experience that integrates both long-term strategy and near-term execution.
He is a practitioner of Shotokan karate, enjoys music, and spends much of his free time reading, especially biography and history.
Previous Experience
- Managing Director in Private Wealth Management at Bruderman & Company
- Director / Client Advisor in Wealth Management at Deutsche Bank Securities
- Vice President / Institutional Equity Sales in Global Markets at Deutsche Bank Securities
- Associate in Fixed Income Capital Markets at Goldman Sachs
- Director, Pacific Region of Texam International & University Lecturer at Chulalongkorn University (Thailand)
Education & Credentials
- MBA, Columbia Business School, Finance
- BA, Northwestern University, English Literature
- CERTIFIED FINANCIAL PLANNER®
- Accredited Portfolio Management Advisor™ (APMA™)
- Certified Exit Planning Advisor (CEPA)
- FINRA Series 65 license
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*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.
