As Vice President of Private Wealth Management, Josh works with high-net-worth individuals, families, and business owners throughout the Mid-Atlantic region, providing customized wealth management strategies and personalized financial guidance. He is committed to building long-term client relationships through thoughtful advice, transparent communication, and attentive service.
Josh has more than 25 years of experience in the financial services industry. Prior to joining CWA in 2026, he served as Vice President & Portfolio Advisor with FNB Wealth Management, managing customized investment portfolios for high-net-worth clients. Before that, he served as Vice President & Wealth Advisor with ErieBank. Earlier in his career, Josh spent nearly 15 years with PNC Investments as a Senior Financial Advisor, where he provided portfolio management, financial planning, estate planning, and risk management services.
Outside of work, Josh enjoys spending time on the golf course, hunting, traveling, and taking in live music and concerts. Above all, he values quality time with his family and friends and creating lasting memories with the people closest to him. In addition, he is a member of The Country Club of Meadville, PA and Trumbull Country Club; Warren, OH.
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Want to speak with us now? Give us a call at (866) 601-3031.
