About
Joshua
Joshua specializes in helping successful families, executives, entrepreneurs, and professionals navigate complex financial decisions and pursue their long-term goals through integrated wealth management and customized planning strategies.
He partners with clients on investment management, retirement planning, tax-efficient wealth strategies, estate planning, tax-efficient charitable and philanthropic planning, and multigenerational wealth transfer. Joshua's goal is to reduce financial complexity, provide clarity around important decisions, and help clients build lasting financial confidence.
Since joining Focus in 2018, he has worked to develop strong client relationships and provide guidance designed to reflect each client’s individual goals and circumstances.
Joshua lives in Stamford, Connecticut, with his wife and three children. Outside of work, he enjoys spending time with family, snowboarding, playing guitar, and being actively involved in the local Jewish community.
Education and Professional Milestones
- Brandeis University – Bachelor of Arts in economics with a minor in business
Joshua specializes in helping successful families, executives, entrepreneurs, and professionals navigate complex financial decisions and pursue their long-term goals through integrated wealth management and customized planning strategies.
He partners with clients on investment management, retirement planning, tax-efficient wealth strategies, estate planning, tax-efficient charitable and philanthropic planning, and multigenerational wealth transfer. Joshua's goal is to reduce financial complexity, provide clarity around important decisions, and help clients build lasting financial confidence.
Since joining Focus in 2018, he has worked to develop strong client relationships and provide guidance designed to reflect each client’s individual goals and circumstances.
Joshua lives in Stamford, Connecticut, with his wife and three children. Outside of work, he enjoys spending time with family, snowboarding, playing guitar, and being actively involved in the local Jewish community.
Education and Professional Milestones
- Brandeis University – Bachelor of Arts in economics with a minor in business