Josh earned a Bachelor of Business Administration in Finance from University of Miami, Florida, where he was a member of the school’s nationally ranked men’s basketball team while maintaining a four-year academic scholarship. Additionally, he studied Business Administration at the prestigious International University of Monaco.

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 Forbes’ Best-in-State Wealth Advisors for 2018, 2019, 2021, 2022, 2023, 2024, and 2025 and was named one of Forbes’ America’s Top Next-Generation Wealth Advisors for 2017, 2018, and 2019. 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. Focusing on this area, he understands that these individuals experience unique challenges, such as capital preservation, irregular 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, all while addressing their specific needs. He provides customized strategies that reflect his clients’ financial assets, earnings, and investment objectives through a portfolio construction process 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, and effectively transition his clients’ wealth. Josh 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, tennis, and golf in his spare time.

Forbes’ America’s Top Next-Gen Wealth Advisors rankings are based on the 12-month period ending March 31 of the year of publication, and Forbes’ Best-in-State Wealth Advisors rankings are based on the 12-month period ending June 30 of the year prior to publication. Each are selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.

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.