Joshua Kirkpatrick

Joshua Kirkpatrick

Wealth Management Associate

Phone: 856.216.8444
Fax: 856.216.8448
Mobile Phone: 609.923.0188
E-mail:
 

Josh joined the firm as a Wealth Management Associate in July 2018 after serving as an intern the year prior.  He works in a diverse capacity providing both analytical and operational support to our Private Wealth Management and Corporate Retirement Plan practices. 

Josh assists with the development of customized, comprehensive financial plans and acts as a liaison during this process between our clients and our Client Service Team.  His responsibilities include interpreting and extracting relevant data from client meetings, populating our robust financial planning tool (eMoney), running "what if" scenarios, preparing reports, troubleshooting issues with clients, and ensuring the quality of information that flows through the planning process. These responsibilities allow for effective use of eMoney by our entire team and our clients who use the client portal.   

On the investment side, he assists with the evaluation of current client portfolios, new portfolio construction, and proposal development for both private wealth and corporate retirement plan clients.  He also takes on a myriad of special projects relating to specific client accounts as well as on broader issues related to operations and portfolio management.  He is currently studying for his Series 7 exam.

 

Education & Accreditations

Ithaca College, May, 2018, B.S. in Business Administration, with a concentration in Finance & Asset Management and a minor in Anthropology.  

While in college, Josh was an Ithaca Leadership Scholar, served on the Executive Board of the Ithaca College Core Trading Consultants, and was a student member of the New York Society of Security Analysts.

 

Personal

Josh is an avid board game player and enjoys immersing himself in internet research on any topic that crosses his desk. He currently resides in his hometown of Mt. Laurel, NJ.