Principal & Portfolio Manager
Josh co-founded Argyle Capital Partners with eight years of experience as a Financial Advisor at Morgan Stanley and UBS in Beverly Hills, California. He specializes in non-correlated assets such as Master Limited Partnerships, Closed-End Funds, and Alternative Investments.
Josh grew up in Los Angeles and graduated from The University of Southern California. He began his career in financial services with UBS in Beverly Hills and moved to Morgan Stanley in 2007 where he helped his clients weather the financial crisis of 2008-09 by implementing dynamic strategies for changing market conditions.Josh serves on the Board of Directors for the Wilshire Rotary Club where he remains very active in community and social services. Josh also serves on the Advisory Board for The Actors Fund's "Looking Ahead" program which was created to help professional young performers and their families thrive amid the unique challenges of working in the entertainment industry. Josh resides in Los Angeles with his wife Kathy and their two sons, Reid and Chase.
In 2013 and 2014, Josh was awarded with the Los Angeles Five Star Wealth Manager Award, the criteria for which includes an impeccable record of adherence to industry compliance standards.
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