Advisory

Contact:

(424) 299-4009

Josh Fein '18 C-Suite Advisor Since 2018

Partner | AdvicePeriod

Biography:

Josh Fein is a Partner with AdvicePeriod where he works with a select group of entrepreneurs and high net worth families helping them achieve their financial, tax, estate, and philanthropic goals. He has particular expertise in pre-liquidity event planning for sales of closely held businesses and inter-generational wealth transfer strategies. With over a decade of experience in finance and leadership, Josh helped AdvicePeriod expand nationally by launching an East Coast presence, and opening and managing the New York offices.

Thought Leadership By Josh:

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