Josh Joffe CFP®, Managing Director, Head of Investments
Josh creates and oversees Revolve’s strategic investment program, ensuring we offer the best and most expansive products to our clients. He leads our investment committee and oversees the construction and ongoing management of client portfolios. He is committed to helping our clients develop and maintain investment plans that are aligned with their unique goals and needs.
Josh is one of the talented, dynamic professionals at Revolve Wealth Partners. Learn more about the rest of the team.
Meet the Team