Josh is a Certified Financial Planner certificate holder. In addition, he is a Licensed General Securities Sales Supervisor (Series 8); Licensed General Securities Representative (Series 7); Registered Investment Adviser; and licensed Maryland Life and Health Insurance agent.
Josh came back to the DC area in the early 1990’S after completing his degree in Environmental Biology at Tulane University. Josh was accepted into the training program of a regional fix income specialized brokerage firm. He began to build a client base, and reputation, as a prudent, cash management and fixed income focused investment adviser.
Josh continues to work in cash management and fixed income portfolio development for high net-worth investors, endowments, non-profits, and fiduciaries. He also assists clients is equity management through a large universe of fiduciary asset managers.