Josh joined Waterloo Capital as Senior Vice President of Partnerships in 2024. He is responsible for Waterloo’s growth efforts by expanding strategic partnerships with financial advisors and other RIA firms. Josh has more than 15 years of experience in senior business development, marketing and key account management roles in the financial services industry, primarily focused on alternative investment distribution. Over his career, Josh has contributed to the capital raise of more than $2 billion across various investment strategies including private equity, private real estate and private infrastructure.
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