Josh Bronstein

Joshua Bronstein, CFA, Senior Vice President, joined the firm in 2017. As a Wealth Advisor, Joshua works closely with his clients to create investment strategies that are customized to meet their unique financial objectives, with an expertise in the placement of assets across taxable, tax-exempt and trust accounts. Prior to joining the firm, Joshua was an Investment Advisor with JP Morgan Private Bank where he managed discretionary portfolios and created bespoke tactical investment solutions for high net worth individuals and institutions. Previously, he held positions at Morgan Stanley, PNC Capital Markets, and Moody’s Investors Service in fixed income. Joshua holds his FINRA Series 7 & 63 licenses and has been awarded the Chartered Financial Analyst designation. Joshua received an MBA from the NYU Stern School of Business, a BS from the Pennsylvania State University and has 15 years of financial services experience. He was recently named a Top 40 Advisor Under 40 by Financial Planning Magazine and ranked by Forbes among the top Next Generation Wealth Advisors in the U.S. for 2018, 2019, 2020, 2021, 2022 and ranked a Top Wealth Advisor for NY State for 2021.

Joshua serves on the Investment Committee and Emerging Leadership Council of the 92nd Street Y and is a member of the NYU Stern Alumni Finance Council and the Young Leadership Circle for the UJA-Federation of New York. He is also a guest lecturer for Columbia’s Masters in Wealth Management program and NYU Stern School of Business. Josh resides in New York City with his wife and two daughters.

Education

• MBA NYU Stern School of Business
• Bachelor of Science (B.S.) Penn State University (2002 — 2006)
• Study Abroad in Barcelona, Spain Univesrity of Pompeu Fabra (2005 — 2005)

Companies

• Guest Lecturer Columbia University in the City of New York (2021)
• Guest Lecturer NYU Stern School of Business (2018)
• Senior Vice President & Wealth Advisor Neuberger Berman (2017)
• Investment Advisor J.P. Morgan Asset Management (2014 — 2017)
• NYU Stern School of Business MBA Candidate, Class of 2015 (2013 — 2015)
• Investment Associate Rainin Group (2013 — 2014)
• Investment Associate (Pre-MBA Internship) Thayer Street Partners (2013 — 2013)
• Associate Morgan Stanley (2010 — 2013)
• Investment Analyst - Fixed Income ABS PNC Capital Markets LLC (2009 — 2010)

Skills

• Risk Management
• Asset Management
• Credit Analysis

Other

Pensions, Private Equity, Securitization, Financial Modeling, Alternative Investments, Investments, Credit Risk, Portfolio Management, Fixed Income