As an Associate, Josh generates reports and analyzes data to help create more efficient processes. He also assists in important business decisions, supports our financial advisors and provides concierge service to our ultra high net worth clients. Prior to joining NewEdge Wealth, Josh was a Client Service Associate at UBS.
Josh graduated from Syracuse University with a Bachelor’s degree in Finance and Communications. He also maintains his Series 7 and 66 licenses. In his free time, Josh enjoys spending time with his friends and family, running, skiing, and watching sports.