As a senior director of business intelligence, Joshua plays an integral role in the firm's reporting. In this role, he uses proprietary software to track and update Crestone client assets and balance sheets. He also creates internal and external reporting packages that include holdings, transactional and performance data for various parties.

Joshua received his Master of Science in accounting and his Bachelor of Science in business administration, with an emphasis in finance, from the University of Colorado Boulder.

Apart from Crestone, Joshua is a board member of Help for Children Denver Committee of Hearts.

What do you love most about being part of Crestone?
The people and the culture we have created at Crestone.
What do you enjoy most about wealth management?
Getting to know a wide range of highly successful people from different backgrounds and meeting the challenge of serving our client base to meet their unique needs.
What do you love to do outside of work?
Playing golf and being with friends.