2 months ago
Market Update | January 2023
A year ago, markets were coming off one of the...
Principal,
Financial Advisor
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.
2 months ago
A year ago, markets were coming off one of the...
2 months ago
In this edition of Investment Strategy, Sam Kirby of...
3 months ago
In this video, get to know Things That Matter author...
4 months ago
In this video, get to know Major General Angie Salinas,...