About Joshua
Serving the Evansville area, Joshua provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Joshua works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Josh is a Vice President and Senior Investment Advisor for Fifth Third Private Bank's Investment Management Group. He has worked in the investment industry since graduating with his MBA in finance from The Ohio State University in 2010. Before moving to the Evansville area, Josh began his career in Columbus, OH as an Assistant Portfolio Manager with a private registered investment advisor firm. Before joining Fifth Third in 2019, Josh worked as a Wealth Manager for a registered investment advisor firm in Evansville, IN.
Education
B.A. – Xavier University, Cincinnati, Ohio
MBA – Fisher College of Business at The Ohio State University, Columbus, Ohio
MBA – Fisher College of Business at The Ohio State University, Columbus, Ohio
Licenses & Professional Designations
- Certified Financial Planner
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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