Joshua has over 25 years of experience in financial services 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 20 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.
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”. Josh has also been quoted in ARTNews on several art industry financial matters, including the economic impact of a strong US dollar on art fair sales.
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 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 through 2021. In 2022, Joshua joined the North American Acquisition Committee for the Tate Museum in London. Josh is an avid golfer, art collector and supporter of cultural institutions in NYC and Brooklyn.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMC® and Certified Investment Management Consultant℠. Use of CIMC® or Certified Investment Management Consultant℠ signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management consultants.
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 familieis, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies or plan future growth, our commitment is to making your goals our priotity. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. 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 in on providing today's clients with disciplined financial strategies and a bridge across generations.