As a Senior Business Analyst, Josh works closely with the Chief Information Officer of the firm to identify operational improvements within the various Kovitz teams by automating processes and managing strategic projects. In addition, Josh assists in the management of the firm’s technology assets.
Prior to joining Kovitz in 2021 Josh worked for Gresham Partners as a Business Analyst and as the Director of Advisory Solutions for Vivaldi Capital Management. Josh holds both BA and MFE degrees from Ohio University in Finance and Financial Economics, respectively. Josh is a CAIA® Charter holder, bringing a unique background and skillset to the firm. Outside the office he enjoys exploring the Chicago culinary scene, spending time outdoors with his family, and pretending to know what he’s doing on the golf course.