As Operations Manager, Josh is responsible for overseeing the firm’s technology and supporting the day-to-day operations of the firm. Josh is at the center of new technology adoptions as well as assisting in the strategic operational initiatives for the firm.
Prior to joining MONTAG in 2021, Josh worked as a Senior Operations Associate at a local wealth management firm, where he was responsible for maintaining day-to-day operations. Previously, he worked at the software company Envestnet|Tamarac as an AVP Operations Manager, where he led a team that supported over 100 RIA firms.
Josh and his wife, Stacy, live in Marietta with their three young children. Outside of the office, Josh enjoys family beach trips, playing golf, and watching his kids play sports.
- B.A. in Sociology, University of Georgia