Josh services GeoWealth’s existing clients and is actively involved in the onboarding and implementation of new clients to the platform. Josh also supports the firm’s day-to-day trading and back office activities.
Josh graduated from the University of Notre Dame’s Mendoza College of Business with a B.B.A in Information Technology Management. After receiving multiple all-ACC honors during his tenure as captain of the Notre Dame tennis team, Josh played on the ITF and ATP professional circuits prior to joining GeoWealth.
Outside of the office, Josh enjoys traveling, playing golf, and trying local restaurants. Josh also works with college-bound tennis players in the Chicago area.LinkedIn