Prior to joining Heritage Financial Services in the spring of 2014, Josh spent nearly 20 years in various executive management and sales roles in enterprise software solutions, professional services, and technology. He held sales, marketing and operational leadership positions at PAETEC, Frontier Communications, and Pharos Systems International. Josh gained international business experience traveling throughout Europe and Africa as a sales executive for Veramark in the late 1990's. Always with a passion for financial markets, and the desire to maintain his father's legacy in the investment business, Josh is now a managing partner of Heritage Financial Services. Josh enjoys skiing, golfing, traveling, playing guitar, and spending time at his summer retreat on Sodus Bay with his wife Chrissy and two children Leah and Bode.
Accolades:
- BS in business administration from Bryant University
- FINRA Series 7 and 66 registered (held through Commonwealth Financial Network®)
- Life and health insurance licensed
- Founding member of the Verona Street Animal Society