As Associate Trader, Josh processes trade requests submitted by advisors, updates model portfolios, and assists clients with trade related questions. Josh has worked in the financial industry for three years at various RIA firms and looks forward to facilitating quick and accurate trade executions for clients. Prior to joining NewEdge Advisors, Josh served as an Office Manager at Ebert Capital Management and an Operations Associate at Premier Financial Group.
Josh attended Shasta College where he earned an Associate of Arts in Psychology as well as California State University, Chico where he earned a Bachelor of Arts in Sociology. Josh is from Redding, CA, and currently resides on the California coast in McKinleyville. In his free time, he enjoys reading books and walking through the redwoods and local beaches with his wife.