3 years ago
CAPTRUST Adds Another Top Minnesota Investment Advisory Firm in Mid-West
Minneapolis-based Windsor Financial Group, which provides investment and wealth planning...
Senior Vice President,
Josh joined CAPTRUST in 2017 and serves as a senior vice president, financial advisor responsible for providing comprehensive investment management services including oversight of the Minneapolis Core Equity Strategy to high-net-worth investors, corporate executives, and business owners. He is motivated by watching his clients lead lives of intention. Prior to joining the firm, Josh was a research analyst at Geraty Investments. He has worked in the industry since 2001.
When he is not in the office or with a client, Josh enjoys golf and spending time with his wife and their cat.