Josh has eight years of experience in the financial services industry. He joined RMB Capital in 2016. Josh is part of a team of wealth advisors and client associates. Together they collaborate to manage relationships with a select group of clients. Their clients include retirees, C-level executives, small business owners, and various other high-net-worth individuals and families who seek to protect and prudently grow their wealth. Josh works closely with their clients and engage with their other trusted advisors, such as estate planning attorneys, accountants, and insurance professionals, to establish a holistic view of their financial lives. He is also a CERTIFIED FINANCIAL PLANNER™ professional, a certification that requires extensive training and demonstrates a high standard of competence and ethics in personal financial planning. He creates and executes each client’s customized plan that addresses a broad spectrum of financial planning issues and outlines investment objectives and corresponding recommendations.