“I was drawn to Truepoint because it provided the opportunity to work as part of a great team and help clients find solutions to their needs while meeting their goals.”
As a member of the investment team, Josh spends his time sourcing and performing research and due diligence on private (alternative) investments. Josh helps clients have a properly balanced and diversified asset allocation in their portfolios by matching the suitability of investments with their needs in line with portfolio asset allocations.
Josh enjoys golf, cooking, hiking, and spending time with his family and dogs. More often than not, you can find Josh cheering on his kids at one of their many sporting events.
Specialties: alternative investments, asset allocation, research/due diligence, trading