Senior Portfolio Advisor
Josh serves as Senior Portfolio Advisor at RBO. His responsibilities include fundamental security analysis, portfolio management, and client service. Josh began his career in investments as a research associate at Sanford C. Bernstein in New York. He then spent six years as analyst and telecommunications sector portfolio manager at TIAA-CREF in San Francisco. Prior to joining RBO in 2012, Josh worked as an independent consultant for hedge-fund, mutual-fund, and private equity clients.
Josh holds a B.A. from the University of Missouri, Columbia with a major in Finance and Banking and an M.B.A. from the University of California, Berkeley. Additionally, he is a CFA charterholder and a Certified Estate and Trust Specialist. Josh serves a member of the Board of Trustees of the Land Trust of Napa County.
Josh lives in Napa and enjoys reading, running, hiking, fishing, and yoga.