Our Team

Josh Perlmutter

Senior Operations Analyst

As a Senior Operations Analyst, Josh manages model portfolio updates and processes trade requests in client accounts.

Prior to joining GeoWealth in 2020, Josh was most recently a Client Relationship Specialist at Cresset Capital, where he focused on trading operations and relationship management. Josh graduated from Northwestern University with a B.S. degree in Economics and was a member of the Varsity Baseball Team.

Outside of work, Josh enjoys trying new restaurants in Chicago and seeing live music.

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