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Joshua T. Hill, CFA®

Joshua T. Hill, CFA®

Principal,
Financial Advisor

  • Duluth, MN
  • The Intelligent Investor | Caddyshack
  • Warren Buffett, my wife Michelle, and Phil Mickelson
  • Things work out best for those who make the best of how things work out.
  • Honesty, optimism, and compassion

Financial Advisors

Joshua Hill is a wealth management financial advisor based in Minneapolis, MN.

Josh has been in the industry since 2002. He held the position of senior portfolio manager and co-director of equities with Windsor Financial Group for nearly 10 years before the privately-owned, fee-only registered investment advisor merged with CAPTRUST in 2017.

In his role at CAPTRUST, Josh serves as a principal, financial advisor, responsible for providing comprehensive wealth and investment management services including oversight of the Minneapolis Core Equity Strategy to high-net-worth investors, corporate executives, and business owners.

In 2020, he joined the firm’s Individual Securities Management team as a research analyst covering the communication services and insurance sectors. Josh is motivated by watching his clients lead lives of intention.

Prior to his near-decade with Windsor Financial Group, Josh was a research analyst covering the restaurant industry at Geraty Investments, a nationally recognized, independent, institutional advisory and asset management firm.

When he is not in the office or with a client, Josh enjoys golf and spending time with his wife and their cat.

Education

  • Bachelor of business administration in finance from the University of Minnesota Duluth

Industry Designations

  • Chartered Financial Analyst®
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