Josh Fein '18 C-Suite Advisor Since 2018
Partner | AdvicePeriod
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.