Josh holds the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute™, administered by the Investments & Wealth Institute and taught in conjunction with The Yale School of Management.
Josh attended Mount St. Mary's University, MD where he graduated with a B.S. in Economics from the Bolte School of Business. Josh, originally from New Jersey, joined The Will Group in 2016 and assists clients with investment planning, asset allocation modeling, efficient asset manager selection, portfolio risk measurement and performance measurement. Josh currently resides in Frederick, MD.