3 weeks ago
CAPTRUST Named NAPA’s Top DC Advisor Multi-Office Firm
The National Association of Plan Advisors (NAPA) has announced the...
Senior Vice President,
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 senior vice president, 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.
The National Association of Plan Advisors (NAPA) has announced the...
The National Association of Plan Advisors (NAPA) named 26 CAPTRUST...
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