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Josh joined EWA in June 2026 as an Investment Operations Associate, bringing a strong foundation in finance, accounting, and financial planning through internships in both tax and audit. He is excited to apply his background at EWA while continuing to grow his knowledge of the wealth management industry.
Josh graduated from Penn State Behrend with dual Bachelor of Science degrees in Finance and Accounting, along with a Minor in Spanish. He also earned Financial Planning and Financial Controllership Certificates and has completed the educational requirements for the CFP®, CMA, and CPA pathways. He is currently preparing for the SIE exam and plans to pursue the Series 65 and CFP® designation.
Originally from Canonsburg, Pennsylvania, Josh spent four years in Erie while earning his degrees before returning to the Pittsburgh area. Outside of work, he enjoys golfing, hiking, running, and strength training. He brings the same discipline and dedication to his professional life, and EWA is thrilled to have him on the team.