As a Planning Associate, Josh plays an integral role in supporting the advisory team by helping deliver thoughtful, high-quality service to clients. Responsibilities span from preparing for meetings and assisting with the onboarding of new assets to drafting Investment Policy Statements and maintaining communication with clients and their professional contacts.
Frequently involved in client meetings, Josh helps ensure that follow-up actions are handled with accuracy and care. In addition to logistical support, he contributes to the development of comprehensive financial plans, gathers relevant and timely information from clients, and stays current on planning strategies and changes in tax law. By working closely with the client service team and applying strong organizational skills and sharp attention to detail, Josh effectively manages multiple projects in a dynamic environment.
What sparked your interest in financial planning? What fuels you every day in your work?
I’ve experienced firsthand the difference that thoughtful financial planning can make. We invest an enormous amount of time and energy building our careers and working toward our goals. A well-crafted financial plan helps ensure those efforts are aligned with the life we want to live.
What drew me to financial planning was the opportunity to help people make informed decisions with confidence. Whether someone wants to become debt-free, retire comfortably, support their family, or travel more, I enjoy helping them create a roadmap that aligns their financial resources with what matters most to them. Seeing clients gain clarity and make meaningful progress toward their goals is what motivates me every day.
How do you feel you help to create impact for clients?
True impact starts with uncovering what matters most to a client. While deep technical expertise and advanced planning techniques are essential components of wealth management, the foundation of a great plan is trust and active listening. I strive to create an open, collaborative environment where clients feel comfortable sharing both their highest aspirations and their underlying concerns. By truly understanding the root of their goals and obstacles, I can help design a customized, meaningful strategy tailored to their unique journey.
What do you enjoy most about working at Modera?
Modera’s culture is what stands out most to me. Everyone I’ve worked with has been incredibly collaborative, supportive, and genuinely committed to doing what’s best for our clients. It’s an environment where people are encouraged to learn from one another and continuously grow, and I feel fortunate to be part of a team that shares such a strong commitment to exceptional client service.
Where did you grow up? Where do you live now?
I grew up in Kingston, Ontario, a beautiful city on the Saint Lawrence River, situated between Toronto and Montreal. In 2005, a wonderful career opportunity brought me to San Francisco, and in 2014, I fulfilled a lifelong dream by making New York City my home. I absolutely love the vibrant energy here—from the world-class theater and museums to the tight-knit local communities. I truly can’t imagine living anywhere else!
York University,
BA (Honors)
University of Toronto,
MBA
Stockton University,
CFP Education Certificate
Leader in the Rotman School of Management (University of Toronto) Alumni Association for the New York City Chapter.
