Education and Certification:
Josh earned a Bachelor of Arts in Business Administration from the University of Washington Foster School of Business, with a concentration in Finance. He holds his series 79 license with FINRA.
Josh is an analyst with Meridian Capital and serves in a generalist role. Prior to joining Meridian, Josh worked as an investment banking analyst in Cascadia Capital’s Consumer & Retail industry group where he performed M&A sell-side, buy-side and capital raising advisory services for middle-market companies. As a member of this team, Josh was responsible for drafting client-facing documents and marketing materials, developing financial models and managing confirmatory due diligence efforts.
Community Service and Involvement:
Josh is a Seattle native and enjoys exploring the beautiful Pacific Northwest. A few of his favorite activities include scuba diving, backpacking, snowboarding, traveling and cooking.