Joshua is a Managing Director for Jefferies Corporate and Executive Services Private Wealth Management Group in Chicago and helps lead the Corporate and Executive practice. With over 20 years of industry experience working with high-net-worth entrepreneurs and their families, Josh and his partner, Geoff Schiciano have worked together since 2000. As financial advisors, they provide fully integrated wealth management solutions focusing on their clients’ tax, estate, risk, and investment management needs while helping them leverage the global resources of Jefferies’ Investment Banking. Prior to joining Jefferies, Josh was a Director of Private Banking at Credit Suisse and a Vice President in the Investment Management and Venture Services Group at Lehman Brothers. Josh graduated with a Bachelor of Arts in Communications from The University of Kansas and currently serves as a NextLevel Exchange mentor. Josh lives in the Chicago suburb of Glencoe with his wife and three children.