Josh is the CEO of AdvisorTechTools.com, a leading technology resource for investment advisors. In addition, he is also the Chief Technology Officer of Investor Solutions, an RIA located in Miami, FL.
Josh has over 5 years experience in portfolio management and financial planning, including working for another investment advisory firm and a portfolio management software company. He has written numerous articles on portfolio management and has been published in the NAPFA Advisor. In addition, Josh successfully launched and sold a software start-up company.
Josh graduated magna cum laude from the University of Southern Maine with a BS in Business Administration. He is also a CERTIFIED FINANCIAL PLANNER™ and has earned a certificate in Financial Planning from Boston University.
