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.