About Joshua
Serving the Nashville 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
J.J. works to deliver tailor-made investment and financial solutions to a select group of high-net-worth families, individuals and institutions. It is our goal to help our clients of substantial success, sustain their wealth across generations. We seek to provide independent and objective advice and develop optimal solutions for complex situations with no conflicts of interest.
Education
J.J. has a Masters in Finance from Walsh College- Troy, Michigan and a Bachelor of Science in Accounting from Western Michigan University – Hawthorn College of Business, Kalamazoo, Michigan.
Licenses & Professional Designations
- CAIA
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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