With years of experience in ultra-high net worth private wealth management at Alliance Bernstein, Josh has a proven track record in delivering customized wealth planning, investment strategies, and innovative goal-oriented solutions to clients. As a licensed investment professional, he successfully managed a team of four, overseeing more than $2 billion in assets for a diverse clientele that included both individuals and institutional organizations domestically and internationally.
Josh is recognized for his mastery of financial strategies, having been selected for exclusive projects with the firm's senior leadership team. Notably, he generated over $10 million in new assets under management, showcasing his ability to drive growth while building and maintaining strong client relationships.
In his new role at the Longevity Science Foundation, Josh is dedicated to enhancing fundraising and grant-making efforts. He aims to engage all corners of the community to raise awareness and education for a truly noteworthy cause, strengthening the Longevity Science Foundation's position as a leader in the Longevity space with a strong backbone of ethics.