Cincinnati Private Bank Team
As Portfolio Manager, Joshua Stein assists in the development of your personal investment policy guidelines. Joshua makes decisions about your investment mix while matching investment opportunities to your objectives—all while balancing risk against performance.
Joshua graduated from Northern Kentucky University with a Bachelors of Science in Finance.
Professional Experience & Areas of Focus
Joshua has over 5 years of experience developing investment policy statements, asset allocation strategies and managing a wide variety of portfolios. Portfolios include corporations, governments, non-profits, endowment funds and high net worth individuals.