Joshua Shoshan, CFP, APMA, CEPA - Email & Phone Number

Advisor, Senior Vice President at Wealthspire Advisors at Wealthspire Advisors

Joshua Shoshan, CFP, APMA, CEPA is based out of New York City, New York City Metropolitan Area, United States of America and works at Wealthspire Advisors as Advisor, Senior Vice President at Wealthspire Advisors.

Joshua Shoshan, CFP, APMA, CEPA's Contact Information

Latest update

April 4, 2025

Location

New York City, New York City Metropolitan Area, United States of America

Joshua Shoshan, CFP, APMA, CEPA's Work History

Advisor, Senior Vice President at Wealthspire Advisors

Wealthspire Advisors

Feb 2021 - Present

Sr. Managing Director | Private Wealth Management

Bruderman & Company

Jan 2020 - Feb 2021

Director | Client Advisor – Wealth Management

Deutsche Bank

Jan 2006 - Jan 2019

VP | Institutional Equity Sales – Global Markets

Deutsche Bank

Jan 2000 - Jan 2006

Joshua Shoshan, CFP, APMA, CEPA's Education

Columbia Business School

MBA

Northwestern University

Joshua Shoshan, CFP, APMA, CEPA's Skills

Family Office

Equity Research

Investments

Derivatives

Alternative Investments

Product Sales

Joshua's current employer

Wealthspire Advisors

Description

Wealthspire Advisors believes in creating personalized plans for our clients' unique goals. Learn more about our financial planning and i...

Website

wealthspire.com

HQ Location

New York, NY, United States

Number of employees

201-500

Industry

Financial Services

Latest update

May 1, 2024

Read about Wealthspire Advisors

Frequent questions about Joshua Shoshan, CFP, APMA, CEPA

What company is Joshua Shoshan, CFP, APMA, CEPA working for?

Joshua Shoshan, CFP, APMA, CEPA works for Wealthspire Advisors.

What is Joshua Shoshan, CFP, APMA, CEPA's function at Wealthspire Advisors?

Joshua Shoshan, CFP, APMA, CEPA is Advisor, Senior Vice President at Wealthspire Advisors at Wealthspire Advisors.

Where is Joshua Shoshan, CFP, APMA, CEPA based?

Joshua Shoshan, CFP, APMA, CEPA is based out of New York City, New York City Metropolitan Area, United States of America.

Who are Joshua Shoshan, CFP, APMA, CEPA's co-workers?

Joshua Shoshan, CFP, APMA, CEPA's colleagues are Michael LaMena, Marc Austin, Eric Sontag, Kelly Crosby, Nikki Bell, Anthony Cruz, Kevin Couper, Julie Williams, Michele Suligoj, Courtney Roberts, Brian Powers, Connor Darrell, Julie Back, Chris Kiessling, Allaire Langdon, Paul Kim, Jacob Even, Sierra Middleton, Kevin Moloney, Simi Dhall, Eran Goudes, Jay Czarapata, Lisa Graham, CFP®, Angela Giombetti, Katharine Schelhorn, Steve Branton, Emily Kurisky, Amy Miller, Bryan Stretton, Uliana Rymar, Natalie Truty, Gail Harris, Rick Benschoten, Jay Frank, Michael Price.

Joshua's co-workers

Michael LaMena

Chief Executive Officer

Marc Austin

Senior Vice President Advisor

Eric Sontag

President & Chief Operating Officer

Kelly Crosby

Senior Office Coordinator

Nikki Bell

Senior Vice President, Intermediary Business

Anthony Cruz

Senior Vice President, Advisor

Kevin Couper

Senior Vice President

Julie Williams

Vice President

Michele Suligoj

Senior VP, Director at Wealthspire Advisors (formerly Sontag Advisory)

Courtney Roberts

Office Coordinator

Brian Powers

CFO and Managing Director

Connor Darrell

Vice President, Investments

Julie Back

Senior Vice President/Advisor

Chris Kiessling

Senior Vice President

Allaire Langdon

Vice President, Wealth Advisor

Paul Kim

Assistant Vice President, Advisor

Jacob Even

Senior Vice President of Income Tax Policy and Research

Sierra Middleton

Senior Marketing Coordinator

Kevin Moloney

Senior Vice President

Simi Dhall

Senior Vice President, Advisor

Eran Goudes

Vice President

Jay Czarapata

Senior Vice President

Lisa Graham, CFP®

Assistant Vice President, Advisor

Angela Giombetti

SVP, Head Of Marketing

Katharine Schelhorn

Advisor, Assistant Vice President

Steve Branton

Senior Vice President and Advisor

Emily Kurisky

Assistant Vice President, Marketing & Communications

Amy Miller

SVP - Advisor

Bryan Stretton

Assistant Vice President

Uliana Rymar

Advisor, Assistant Vice President

Natalie Truty

Advisor, Vice President

Gail Harris

Senior Vice President

Rick Benschoten

Executive Vice President

Jay Frank

Senior Vice President

Michael Price

Vice President, Investments

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