Josh joined Stage Harbor in 2023 as a Wealth Planner. Previously, he worked at Merrill Lynch as a Wealth Management Client Associate on a private equity and venture capital distribution team. Josh has a clear passion for the industry after completing his Bachelor of Science in Accounting and Finance at Bridgewater State University. Previously, Josh was studying aviation management at Western Michigan University before changing schools and career paths.
Currently residing in Marlborough, MA, Josh enjoys numerous outdoor activities when he is not in the office. Some of these include snowboarding, golfing, hiking, reading, and enjoying time with friends and family. He plays in a year-round men’s ice hockey league and enjoys starting his day with the camaraderie of a work-out class before heading to the office.