Josh is a client relationship manager working with Telemus Capital Partners, LLC’s individual and institutional relationships. In additions, he assists with investment policy preperation, asset allocation modeling, manager selection and performance evaluation and measurement for Telemus Capital Partners’ clients.
Josh is an Accredited Wealth Management Advisor and has obtained his Series 7, 63, and 65 NASD registrations. He earned an MBA from Emory University in Atlanta, GA. and is a graduate of the University of Texas in Austin, TX.
Josh sits on the board of the Jewish Federation of Metro Detroit Young Adult Division (YAD) and is currently involved with New Detroit through it’s Emerging Leaders Program.
Previously, he served as an Associate in Health and Welfare at Towers Perrin and is a certified Group Benefits Associate. |