Joshua S Greenberg

Managing Director - US Trust, Private Client Advisor

Professional Profile

Joshua has over 22 years of experience in financial services and 19 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 for over 15 years, working with his business partner and Private Client Manager, Jamie Camhi, since April 2004. 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 specialized in working with the 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. 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 Consultant designation.

Joshua received his B.A. from Cornell University. 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 founding member of the Professional Advisors to the International Art Market in New York and a founding member of the Advisory Board of the Brooklyn Museum, where he has served since 2014.  Joshua and his wife live in Brooklyn and have 2 children that attend Poly Prep Country Day School.


*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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