Josh joined Pine Valley Investments in 2018 as an Investment Advisor Representative. Prior to his tenure at PVI, Josh began his career at Merrill Lynch with the esteemed Markoe Group in 2016. Presently serving as Vice President of the Markoe Group at PVI, Josh offers comprehensive advisory services to clients from diverse backgrounds. Josh focuses primarily on investments and helping clients feel comfortable throughout their financial journey.
Josh earned an MBA from Lynn University in Boca Raton, FL, where he excelled as a member of the university’s golf team there for three years. During Josh's free time, he enjoys playing golf and spending time with his wife, Jenna, and their daughter Juliana.