Josh is Vice President, Investment Advisor for Aaron Wealth Advisors. In this role, he advises individuals, families, businesses, and nonprofits providing comprehensive wealth management services. In addition, he specializes in managing risk, tax, and monetization strategies for concentrated and low-cost basis stock positions for corporate executives and entrepreneurs.
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. 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 auxiliary board of Chicago City Youth Centers. In his free time, he enjoys fitness, sports, reading, and spending time with friends and family.