Joshua Shoshan, CFP®, APMA™, CEPA

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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.

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™ (CFP®)
• Accredited Portfolio Management Advisor™ (APMA™)
• Certified Exit Planning Advisor (CEPA)
• FINRA Series 7, 63, and 65 licenses

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.