Josh is an Associate Financial Planner working towards his Certified Financial Planning CFP® designation. Josh helps provide clients with a higher level of customer service by assisting with financial planning, the management of account paperwork, and the preparation of clients' financial portfolios.
After earning a law degree from the New York University School of Law and passing the New York Bar in 2002, Josh worked in a corporate real estate practice. He moved to New Orleans in 2007 to launch and direct a New Orleans chapter of Avodah Jewish Service Corps, a non-profit youth service program.
Josh and his wife Davida have two young children (ages 4 and 6) with whom they spend a healthy amount of time at area playgrounds and, in the summer, at the JCC pool. Outside of work, Josh is active in the New Orleans Jewish community, serving on the boards of the JCC and Avodah. He is also active with the parks advocacy organization NOLA Parks for All.