Josh is a Client Investment Professional for Aaron Wealth Advisors. In his role, he is primarily responsible for servicing existing client relationships as well as working directly with the CEO on new business development.
Prior to joining Aaron Wealth, Josh was an Analyst within the Private Wealth Management division of Morgan Stanley. During his tenure, he had the privilege of working with some of Morgan Stanley’s most affluent families, entrepreneurs, and executives of multigenerational wealth. Josh assisted clients with building and preserving their financial legacy by creating and implementing asset allocations within the context of each client’s particular risk tolerance and long-term goals.
Josh is a Chicago native from the northwest suburbs. He graduated with a Bachelor of Science in Economics from DePaul University. In addition, Josh is a Chartered Financial Analyst® and an active member of the Chicago chapter of the CFA Society. He is also on the associate board of Chicago City Youth Centers, an organization that invests in youth in underserved communities. In his free time, he enjoys fitness, sports, reading, and spending time with friends and family.