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 also holds his AAMS® certification from the College of Financial Planning. Josh and his wife, Katya, reside in Brooklyn Heights with their dog Maggie. They are awaiting the arrival of their first child in the fall of 2024. Outside of the office, you can find Josh traveling, spending time outdoors and trying new restaurants throughout NYC.