Joshua Bronstein, CFA
Senior Vice President and Wealth Advisor
15 Years of industry experience
3 Years with Neuberger Berman
Joshua Bronstein, CFA, Senior Vice President, joined the firm in 2017. As a Wealth Advisor, Joshua works closely with his clients to create investment strategies that are customized to meet their unique financial objectives, with an expertise in the placement of assets across taxable, tax-exempt and trust accounts. Prior to joining the firm, Joshua was an Investment Advisor with JP Morgan Private Bank where he managed discretionary portfolios and created bespoke tactical investment solutions for high net worth individuals and institutions. Previously, he held positions at Morgan Stanley, PNC Capital Markets, and Moody’s Investors Service in fixed income. Joshua holds his FINRA Series 7 & 63 licenses and has been awarded the Chartered Financial Analyst designation. Joshua received an MBA from the NYU Stern School of Business, a BS from the Pennsylvania State University and has 14 years of financial services experience. He was recently ranked among the top Next Generation Wealth Advisors by Forbes for 2018 and 2019. Joshua serves on the Investment Committee and Emerging Leadership Council of the 92nd Street Y and is a member of the NYU Stern Alumni Finance Council and the Young Leadership Circle for the UJA-Federation of New York. He is also a frequent guest lecturer at NYU. Josh resides in New York City with his wife and two daughters.