Josh serves as Director of Investment Operations at Clear Pointe Wealth Management, where he plays a key role in supporting the firm’s investment activities and ensuring operational excellence across the organization.
Known for his dedication, responsiveness, and reliability, Josh brings a disciplined and detail-oriented approach to his work. He is committed to delivering consistent results, maintaining strong communication, and ensuring that both colleagues and clients can depend on him when it matters most.
With over 15 years of experience in the Financial Industry, Josh combines industry knowledge with a strong work ethic and a solutions-focused mindset. He takes pride in building efficient processes, addressing challenges proactively, and contributing to an exceptional experience for the firm’s clients and partners.
Outside of work, he enjoys being a soccer official, soccer head coach, watching his kids play competitive soccer, and spending time with the family.