Josh Trubow

Gestionnaire de Portefeuille-Actions chez

Beacon Pointe Advisors LLC

Finance

Consumer Services

Profil

Mr. Josh S.
Trubow is a Senior Wealth Advisor at Beacon Pointe Advisors LLC.
He brings extensive experience in investment operations, tax planning, and financial planning, with a passion for helping individuals and families achieve long-term financial success.
Mr. Trubow was previously employed as a Senior Financial Advisor by Sensible Financial Planning & Management LLC (which was acquired by Beacon Pointe in 2025).
Earlier in his career, he worked at a tax accounting firm, assisting individuals and small businesses with tax preparation and filing.
He has also volunteered with the Volunteer Income Tax Assistance (VITA) program.
He earned both a B.A. in Finance and an M.S.
in Financial Planning from Bentley University and is a Certified Financial Planner professional.

Postes actifs de Josh Trubow

Sociétés	Poste	Début
Beacon Pointe Advisors LLC Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe's investment solutions are customized to each client and include active, passive, alternative and socially responsible strategies on an open architecture platform.	Gestionnaire de Portefeuille-Actions	01/10/2025

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Anciens postes connus de Josh Trubow

Sociétés	Poste	Fin
Sensible Financial Planning & Management LLC Sensible Financial Planning & Management LLC Investment ManagersFinance Sensible Financial designs portfolios to maximize expected returns for given levels of risk or portfolio volatility. The firm works with clients to select portfolios consistent with their individual risk capacity and risk tolerance. They construct portfolios using primarily low-cost mutual funds. Sensible Financial uses index funds and passive approaches rather than funds attempting to pick stocks that will outperform.	Gestionnaire de Portefeuille-Actions	01/10/2025

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Entreprise privées	3
Bentley University Bentley University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Sensible Financial Planning & Management LLC Sensible Financial Planning & Management LLC Investment ManagersFinance Sensible Financial designs portfolios to maximize expected returns for given levels of risk or portfolio volatility. The firm works with clients to select portfolios consistent with their individual risk capacity and risk tolerance. They construct portfolios using primarily low-cost mutual funds. Sensible Financial uses index funds and passive approaches rather than funds attempting to pick stocks that will outperform.	Finance
Beacon Pointe Advisors LLC Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe's investment solutions are customized to each client and include active, passive, alternative and socially responsible strategies on an open architecture platform.	Finance