Josh has spent over ten years in the financial services industry helping guide clients along the right financial path. Josh manages over $200 million in customized portfolios for individuals and institutions. In addition to managing portfolios, Josh serves as an equity specialist making stock recommendations to the Investment Committee based on fundamental analysis.
Josh is a graduate of the University of Richmond with a Bachelor of Science in Business and a concentration in finance. He received the Chartered Financial Analyst (CFA®) designation in 2012.
"In today’s financial world, you need a skilled advisor to navigate you through the intricate maze of stocks, bonds, and alternative investments."
Atlantic Union Bank Wealth Management is a division of Atlantic Union Bank that offers asset management, private banking, and trust and estate services. Securities are not insured by the FDIC or any other government agency, are not deposits or obligations of Atlantic Union Bank, are not guaranteed by Atlantic Union Bank or any of its affiliates, and are subject to risks, including the possible loss of principal. Deposit products are provided by Atlantic Union Bank, Member FDIC.