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Josh joined The Mountford Group in April 2017 with a background in online and full-service investing. As an Investment Associate and part of the team, he places great importance on planning to help discover needs and opportunities for every aspect of his clients’ financial situation.
A devoted relationship manager with keen attention to detail, Josh is known to be highly responsive and a strong communicator across all market cycles. In turn, his clients value his proactivity on all day-to-day matters. A good listener and a student of the markets, he prides himself on getting to know his clients and their families and working with them through all of life’s changes.
Josh has a Bachelor’s degree in Business from Farleigh Dickinson University (FDU) in New Jersey. He is licensed in securities and options.