Josh has more than 20 years of wealth management, investment and technology experience. His expertise lies in delivering multiple technology transitions for portfolio management, CRM, document management, and financial planning while managing numerous investment models and coaching advisors on practice management.

Previously, Josh served as a Director for Connectus Wealth Advisors guiding multiple $1B+ RIAs on technology migrations and investment philosophy. Prior to joining Connectus, he was Director of Investments for a regional hybrid Broker/Dealer where he led creation of their Registered Investment Advisor (RIA) via implementation of a Turnkey Asset Management Platform (TAMP). He also embraced roles with Charles Schwab, Morgan Stanley and Wachovia Securities through the years. Josh has earned his Certified Investment Management Analyst (CIMA®) designation and continues to educate himself on industry knowledge. You can find Josh enjoying the outdoors of South Florida.

What excites you most about the WealthTech industry right now?

WealthTech firms are realizing the advisor experience is equally important as end-client experience. The creation of hubs or dashboards for all their tools is becoming more prominent.

What would you tell someone just starting out in the industry right now?

This is a relationship business, always be eager to make a connection.

What has changed the most since you started out in the industry?

The use of paper. I remember entire office floors dedicated to just storage of papers. And trying to retrieve documents could take days!