Joshua has over 20 years of experience in financial services and 18 years dedicated to advising high net worth individuals, family offices, foundations and endowments on their sophisticated wealth management needs. He has a specialized niche in working with sports franchise team owners, real estate families, asset managers, entrepreneurs, and families in the art world. Joshua has extensive experience working with individuals, family foundations, and public charities on their philanthropic endeavors and investment plans.
Joshua has been with US Trust, Bank of America Private Wealth Management for 15 years, working with his business partner and Private Client Manager, Jamie Camhi, since April 2004. He currently provides integrated wealth management advice in the areas of asset management, trust and estate planning, customized lending and banking for high net worth families and institutions. His prior experience includes the Citigroup Private Bank where he focused on providing credit and investment solutions to high net worth individuals as well as advising professional sports leagues, franchises and owners. He was previously a branch manager and Vice President for Bank of America in the Washington D.C. area.
Joshua is consistently ranked as a top US Trust Private Client Advisor in New York City and in the U.S. He was selected as a Barron’s Top Advisor and received the US Trust President’s Award as a top performer nationally each of the past 6 years. He was also recognized by the NYC Market President for “Delivering One Company”, providing significant referrals across the entire Bank of America franchise. He is a Certified Investment Management Consultant and maintains Series 7, 63, and 65 investment licenses, and a life and health insurance license.
Joshua received his B.A. from Cornell University. He participates in the Cornell University Extern Program, is a member of leadership committee of the March of Dimes Sports Luncheon, and is a contributor to the Juvenile Diabetes Research Foundation. He is a founding member of Professional Advisors to the International Art Market in New York and a founding member of the AdvisoryBoard of the BrooklynMuseum, where he has served since 2014. Joshua lives in Brooklyn and he and his wife Mindy have 2 children at Poly Prep Country Day School.