Josh provides comprehensive wealth management and investment advisory services to financial professionals, entrepreneurs, and other high net worth individuals and their families. He is passionate about educating and guiding his clients to help them achieve their financial goals.

Prior to joining Klingman & Associates, Josh spent nearly eight years in the non-profit sector at Best Buddies. During his tenure he served as the State Director in New York, leading its strategic planning, statewide fundraising, major giving and budget management. Josh worked tirelessly to ensure the Best Buddies mission was continuously moving forward, working closely with several large foundations and high net worth individuals. He continues to remain involved as a member of their New York Advisory Board.  

Josh received his bachelor’s degree from Indiana University, and is a CERTIFIED FINANCIAL PLANNER™ certificant. Josh and his wife, Katya, reside in Brooklyn Heights with their son, Theo and dog, Maggie. Outside of the office, you can find Josh traveling, spending time outdoors and trying new restaurants throughout NYC.