Josh is a Managing Director in SlateStone’s Family Office division. Josh advises ultra-high net worth individuals and families across a comprehensive spectrum of financial services including wealth planning and strategy, tax and estate planning, and private investment allocation.

In addition, he supports SlateStone wealth advisors to ensure the delivery of comprehensive wealth and investment advice to clients. Our holistic approach includes robust financial planning, in-depth guidance on estate planning, combined with an integrated and customized investment strategy tailored to each client or family. Josh collaborates with colleagues with specialized expertise in investments, banking and lending, philanthropy, and risk management to provide a broad spectrum of financial and non-financial services to the firm’s UHNW clientele.

He has over 20 years in the financial services sector, having joined Emerald Planning Group, an independent financial planning firm, in 2000 where he honed his expertise with UHNW clients referred by a multi-family office in south Florida. As a CERTIFIED FINANCIAL PLANNER® professional since 2005, Josh provides an approach that serves the complexity of each client’s needs and builds long-term trust through his consistent guidance and advice.

Prior to entering the financial services sector, Josh served in various positions at Ultimate Software Group.

Josh swam competitively at Princeton University where he graduated in 1994.

Married for 25 years with two amazing daughters, Josh, raised in South Florida, lives in Weston, FL serving clients across Florida and beyond. Josh is also an avid golfer and enjoys traveling.