Josh began his career as an advisor with TD, honing his financial acumen and building deep client relationships, before moving to Mackenzie Investments where he partnered with investment managers to construct portfolios focused on preserving and growing client wealth.  After completing his MBA at Queen’s University in Kingston Ontario, Josh joined an investment bank in Toronto as an equity research associate.  During this time, he achieved the Chartered Financial Analyst designation, then joined an Ultra High Net Worth  family office as a senior equity analyst. This diverse background has helped guide Josh’s investment philosophy, through which, he seeks to invest in businesses with leading capabilities and cultures. Client focused recommendations have been at the heart of Josh’s work across his entire background, and we look forward to bringing his skill set to the team at Westview.

Transitioning from playing football and earning his black belt in karate, Josh has more recently taken up tennis and aspires to improve his golf game. New to Vermont, Josh looks forward to more hiking, biking, and skiing, as well as integrating into Burlington’s financial community.