Joshua M. Glass

Joshua M. Glass Managing Director/InvestmentsJoshua M. Glass
Managing Director/Investments

 

Over an extensive career, Josh has been able to leverage his passions for finance, athletics, and teamwork toward a successful wealth management practice.  He has been recognized as one of California's Best-In-State Wealth Advisors for 2018 and 20191 and been named one of America's Top Next-Generation Wealth Advisors for 2017, 2018, and 2019 by Forbes2.  This inaugural list recognized 500 millennial advisors as among the top in America.  He has also been recognized as one of the few financial advisors to have earned the title of Managing Director/Investments before age 35.

Josh's practice is designed specifically for high-net-worth investors, with a focus on the sports and entertainment industries.  Specializing in this area, he understands the unique needs of these individuals, such as capital preservation, lack of predictability of earnings, purchasing power risk, liquidity, and, of course, taxes.  Josh's primary objective is to help his clients improve the performance of their assets over time based on their unique risk tolerance, investment time horizon, and income requirements, while addressing their specific needs.  He provides customized strategies that reflect his clients' financial assets, earnings, and investment objectives through portfolio construction that utilizes asset allocation analysis.  He helps mitigate risk through proper asset class diversification by selecting complementary investment managers and applying disciplined research reflecting current economic and market conditions.

Josh's strategies are designed to help build, manage, protect, and effectively transition his clients' wealth and simultaneously plays an integral role in their liability management.  This is essential to his comprehensive wealth management practice.

Josh lives in Encino and enjoys spending time with his family and playing basketball and golf in his spare time.

 

1 Forbes “Best-In-State Wealth Advisors,” February 21, 2019, and February 15, 2018. 
 
2 Rankings are based on the opinions of SHOOK Research, LLC, and were selected from a pool of nearly 30,000 nominations (over 21,000 in 2018).  Advisors are judged on individual contribution, but total team assets are shown, which can include one or more additional advisors.  Qualifying advisors met the following basic requirements: a minimum of seven years as an advisor, a minimum of one year at their current firm, recommended and nominated by their firm, completion of an online survey, over 50% of their revenue/production must be with individuals, and an acceptable compliance record.  The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys; service models, investing process, client retention, experience levels, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms.  Investment performance is not a criterion.  Neither SHOOK Research nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking.  The ranking may not be representative of any one client's experience and is not indicative of the financial advisor's future performance.  Forbes is a registered trademark of Forbes, Inc.  All rights reserved.
 
Asset allocation and diversification do not ensure a profit or protect against loss.
 
Neither Stifel nor its associates provide legal or tax advice. You should consult with your legal or tax advisors regarding your particular situation.