Josh joined Angeles Wealth Management in 2014. He works directly with clients, and is also a member of the portfolio management team. Prior to joining Angeles Wealth, Josh was a Vice President for Guggenheim Partners in New York City and a Portfolio Manager for Guggenheim Investment Advisors. He joined Guggenheim in 2006 and was responsible for initial portfolio construction and ongoing portfolio management for certain members of Guggenheim’s family wealth clientele. At Guggenheim, Josh performed client asset allocation modeling, portfolio rebalancing, and performance evaluation. Josh holds a Bachelor’s of Science in Management in Finance from Tulane University. He is a Chartered Financial Analyst® Charterholder and a member of the CFA Society of Los Angeles. Josh is a Co-Chair of the Professional Advisors Group at the Natural History Museum of Los Angeles County.