Associate, Central Operations
Joshua is a member of the Beacon Pointe Client Service team and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. His duties include portfolio maintenance, onboarding of new client relationships, database management and client service. Prior to joining Beacon Pointe, Joshua graduated from Benedictine University with a major in Mathematics. In his free time, he enjoys running, reading, and traveling.