Co-Founder & Managing Partner
Josh is the Managing Partner and Co-Founder of MASECO Private Wealth which was established in 2008. Prior to establishing MASECO, Josh established and led the US Expat at Citibank in London. As an expat himself, he had the vision to re-create the US wealth management experience in the UK which naturally developed based on his background, knowledge and expertise. Josh is an expert in helping High & Ultra High Net Worth American & International families achieve financial peace of mind by providing expert guidance and advice on their financial planning, investment management, estate planning and charitable gifting.
Josh began his wealth management career with Salomon Smith Barney (which later became Citigroup) in the Park Avenue Wealth Management branch - where he was ranked as the top advisor in his training class. Whilst, in New York, Josh advised American expats living abroad from Honeywell, Pfizer, Young & Rubicam, IBM and other companies where his team managed the corporate stock option plans. In New York, Josh was part of the elite Blue Chip Council, was a Portfolio Manager and a certified Financial Planning Specialist. In 2001, equipped with this experience and knowledge, Josh transferred to London where he could identify with the struggles of Americans living abroad and established the US Ex-pat team at Citigroup.