Speakers

 

Joshua Reich, CFP®

Business Development Executive

Private Advisor Group

Josh Reich is the Business Development Executive at Private Advisor Group. In this role, he sources and develops new advisor relationships for the firm. He has over 27 years of experience in the financial services industry with the last 15 years being focused on the RIA channel. Josh has held sales and leadership roles at TD Ameritrade Institutional, E*Trade Advisor Services, and Morgan Stanley and considers himself a student of the industry. Josh earned an MBA from Pace University’s Lubin School of Business and he holds several FINRA licenses as well as the CFP® designation. He lives in Syosset, NY with his family and likes to spend his free time on the water boating with the family and their two dogs, Marley and Cooper.