Joshua's Bio
Josh joined Perigon in January 2025, serving as a Trading Associate where he managed daily operations and complex financial modeling. Now, as a Financial Planning Associate, Josh leverages his analytical background to develop comprehensive, data-driven wealth strategies that help clients navigate their long-term financial goals with confidence.
With nearly six years of experience in the financial industry, Josh has played a key role in launching and expanding an RIA, trading for a hedge fund, and managing his own book of business. Originally from a small town in Iowa, he relocated to Nashville four years ago.
Outside of work, Josh enjoys cooking, hiking, golfing, traveling, and exploring new restaurants. He holds a bachelor’s degree from Iowa State University and is currently pursuing his CFP® certification.