Let's move forward. Together.

• CA
• CO
• DC
• FL
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• IL
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• KS
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• TN

Josh has spent almost fifteen years carefully crafting financial blueprints and measuring results for high net worth individuals, families and institutions.

Josh attended Miami University in Oxford, Ohio, earning a Bachelor of Science in Finance with a minor in Entrepreneurship. Before joining UBS as a financial advisor, he worked as an Investment Manager Research Analyst with McDonald Investments in Cleveland, Ohio.

Josh married his high school sweetheart, Kathleen. Together they spend most of their free time experiencing the world through the eyes of their two children, Abby and Jacob. 

An avid runner, Josh aims to complete his workout before dawn each day.  He enjoys participating in races of all distances, from one mile fun runs with his daughter to ultra-marathons through the mountains on his own.

When he’s not improving his craft, chasing his kids, or exercising; Josh can often be found obsessing over the Browns Super Bowl odds, the Cavs personnel decisions, or the Indians pitching rotation. Born and raised in Northeast Ohio, he is a lifelong, diehard Cleveland sports fan.

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2019, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• Certified Investment Management Analyst
• Chartered Retirement Planning Counselor

• FL
• IL
• OH
• TN

Kyle transitioned to UBS in early 2020 after gaining valuable experience working as a Client Service Associate/Operations Manager with another firm.  Kyle's a rare combination of organized, technical and personable; making him an ideal fit for his current role. 

In his free time, Kyle enjoys fishing, gardening, cooking, exercising and above all -- spending quality time with his wife, Alexis and stepdaughter, Abby.