Josh joined the team in November 2015, and he is responsible for building on the firm’s high efficiency and exceptional client experience. Josh also assists in servicing clients’ accounts, portfolio administration, social media, and other special projects.
Prior to joining the firm, Josh worked for Total Rebalance Expert, Sheryl Rowling’s innovative portfolio rebalancing software startup, which was acquired by Morningstar®. There, he started in marketing and sales, and was promoted to Operations Manager, a position in which he developed the leadership experience that he brings to a similar team role at Rowling & Associates.
On the Personal Side:
When not working, Josh enjoys spending time with his family, playing slow-pitch softball, tending to his garden and cruising with his father in their classic British roadster. Josh loves adventuring around North America by plane, train, and especially automobile.
Something you may not know about Josh:
Josh has a bachelor of arts degree in sculpture and a master’s in architecture. On weekends you can usually find him leading public tours as a paid docent at the Museum of Contemporary Art, San Diego.