As a leader of the Family Office Services division, Josh helps lead Trove’s strategic and business development initiatives with a focus on delivering outstanding service. With over 25 years’ experience in wealth administration, wealth management, and estate and succession planning, Josh is a trusted advisor to highly successful individuals, multi-generational families and single-family offices across the country. He provides independent oversight, coordination, and administration to meet the diverse needs of families. Josh was the Founder and Chief Executive Officer of Cornerstone Family Office, a premier multi-family office focused exclusively on wealth administration. Cornerstone was acquired by the firm in 2021. His diverse background also includes roles at a planning advisory firm and 15 years developing and implementing estate, succession, philanthropic, and investment planning strategies for high-net-worth individuals. Josh earned a Bachelor of Science in International Business from Gettysburg College. Josh is a sought-after speaker at industry events and has served on multiple corporate and non-profit boards, including New Energy Blue, a bio-fuel company, as well as his alma matter, The Haverford School, where he also served as the President of the alumni association. In addition, Josh serves as a trustee for several clients.
