As an associate of the firm, Josh supports sell-side M&A advisory engagements, financial analysis and the development of marketing material.
Prior to joining Three Sixty Seven Advisors, Josh was a financial professional at Equitable Advisors, where he analyzed clients’ financial information to determine strategies, financial products and services to help achieve clients’ financial objectives.
Josh has a bachelor’s degree in finance from the University of Florida.
He was born and raised in Winter Park, Florida. In his free time, Josh enjoys traveling, surfing, boating and playing golf.