Josh is an Associate Client Portfolio Manager on the firm’s Client Portfolio Management Team. In collaboration with financial advisors and Clark Capital’s Investment Consultants, he helps construct highly personalized investment solutions for high net worth clients. Josh works with elite financial advisors in providing an elevated investment experience delivered with a level of concierge service that high net worth individuals expect.
Josh began his career in the investment industry at JP Morgan, working with private banking clients and ultra high net worth investors. Prior to joining Clark Capital, he worked at Pitcairn as Family Wealth Associate, where he serviced high net worth investors. Josh has a bachelor’s degree in Finance from Penn State University. He is a Chartered Financial Analyst® (CFA®) charterholder and a member of the CFA® Institute and CFA® Society Philadelphia.
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