Josh brings over a decade of experience specializing in income tax and outsourced accounting. In his current role as Head of Family Office Accounting, he manages and maintains the financial records of our Family Office clients, in addition to providing management reporting and CFO consulting services. While his role focuses on developing a concierge service platform to provide customized financial reporting, bill pay services, and budgeting, he also has excellent relationship-building skills that serve him well within the broader team. He is dedicated to the training and education of the junior staff while still providing excellent customer service.
Prior to joining the team, he served as a Tax Manager at a boutique public accounting firm specializing in serving high-net-worth individuals, business owners, and corporate executives.
Josh is a member of the American Institute of Certified Public Accountants (CPAs) and the New York State Society of CPAs. When outside the office, Josh can be found with his wife and two children. He enjoys spending time outdoors, including traveling, running, and biking.
Previous Experience
- Director of Family Office Accounting at GM Advisory Group
- Tax Manager at MGO (Macias Gini & O’Connell LLP)
Education & Credentials
- Certified Public Accountant (CPA)
- MS, State University of New York College at Old Westbury, Taxation
- BS, Adelphi University, Accounting
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
