Joshua has over 20 years of experience in financial services advising hnw individuals, family offices, and foundations. He has a specialized niche in working with sports franchise team owners, real estate families, asset managers, entrepreneurs, and families in the art world. Joshua has been with Bank of America Private Bank for over 16 yrs. He currently provides integrated wealth management advice in asset management, trust and estate planning, customized lending and banking for hnw families & institutions. His team has consistently been ranked as a top team in NY and nationally, and Joshua has been selected as a top advisor by Barons and The Bank of America Private Bank.
Over the past decade Joshua has specialized in working with the top art collectors, artists and galleries to provide financing and estate planning around their collections. He works closely with Bank of America Private Bank’s Art Services Platform and has a unique understanding of the value of art as an asset class. Josh maintains important art world relationships with art consultants and advisors. He has spoken on several high profile art panels, including at the Art Business Conference, where he spoke on the “Future of Collecting” in April of 2019.
His prior experience includes the Citigroup Private Bank where he focused on providing credit and investment solutions to high net worth individuals as well as advising professional sports leagues, franchises and owners. He was previously a branch manager and Vice President for Bank of America in the Washington D.C. area.
Joshua holds the Certified Investment Management ConsultantSM designation.
Joshua received his B.A. from Cornell University. He is a member of leadership committee of the March of Dimes Sports Luncheon and a supporter of the Juvenile Diabetes Research Foundation. He is a founding member of Professional Advisors to the International Art Market in New York and a founding member of the Advisory Board of the Brooklyn Museum, where he has served since 2014. Joshua lives in Brooklyn and he and his wife have 2 children at Poly Prep Country Day School.
Invited by: Vajra Olana Kingsley
if the data has not been changed, no new rows will appear.
Day | Followers | Gain | % Gain |
---|---|---|---|
March 07, 2024 | 174 | 0 | 0.0% |
March 24, 2023 | 174 | 0 | 0.0% |
October 19, 2022 | 174 | -1 | -0.6% |
August 20, 2022 | 175 | +1 | +0.6% |
July 14, 2022 | 174 | +1 | +0.6% |
June 07, 2022 | 173 | -1 | -0.6% |
April 30, 2022 | 174 | +1 | +0.6% |
November 09, 2021 | 173 | +1 | +0.6% |
October 02, 2021 | 172 | +1 | +0.6% |
August 16, 2021 | 171 | +4 | +2.4% |