At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.
Joshua has over 25 years of experience in financial services and 22 years dedicated to advising high-net-worth individuals, family offices, foundations and endowments on their sophisticated wealth management needs. He has a specialized niche in working with sports franchise team owners, real estate families, asset managers, entrepreneurs, and families in the art world. Joshua has extensive experience working with individuals, family foundations, and public charities on their philanthropic endeavors and investment plans.
Joshua has been with Bank of America Private Bank (formerly U.S. Trust) for over 18 years, working with his business partner and Private Client Advisor, Jamie Camhi, since April 2004. His combined service at Bank of America spans over 21 years. He currently provides integrated wealth management advice in the areas of asset management, trust and estate planning, customized lending and banking for high-net-worth families and institutions.
Over the past decade Joshua has focused on working with top art collectors, artists and galleries to provide financing and estate planning around their collections. He works closely with Bank of America Private Bank’s Art Services Platform and has a unique understanding of the value of art as an asset class. Josh maintains important art world relationships with art consultants and advisors. He has spoken on several high profile art panels, including at the Art Business Conference, where he spoke on the “Future of Collecting” in April of 2019.
His prior experience includes the Citigroup Private Bank where he focused on providing credit and investment solutions to high-net-worth individuals as well as advising professional sports leagues, franchises and owners. Joshua continues to work closely with the Sports Finance and Advisory Group at Bank of America advising team owners and developing private banking relationships and integrated financing plans for the purchase of team ownership. He was previously a branch manager and Vice President for Bank of America in the Washington D.C. area.
Joshua holds the Certified Investment Management ConsultantSM designation.
Joshua received his B.A. from Cornell University and is a long standing member of the NY Cornell Club. He is a member of the leadership committee for the March of Dimes Sports Luncheon and a supporter of the Juvenile Diabetes Research Foundation. He is a member of the Professional Advisors to the International Art Market in New York and was a founding member of the Advisory Board of the Brooklyn Museum, where he served for 9 years through 2021. In 2022, Joshua joined the North American Acquisition Committee for the Tate Museum in London.
*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMC® and Certified Investment Management Consultant℠. Use of CIMC®, and/or Certified Investment Management Consultant℠ signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management consultants.
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For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.