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Josh is an experienced businessman, thought leader. Business Development, Strategic Relationships and Servicing. Bringing together the right people to accomplish a common goal, mediation between silos. Clients have ranged from Banks, Credit Unions, leading Independent Advisory firms to Small Business. In corporate life; Billion Dollar goals. Family runs a TPA approx 53 years old. TPA means administration of your 401k plan or Pension Administration & Recordkeeping Services. Our family firm has thrived/survived as 80% consolidation within the market dominated via Paychecks or ADP since 2007 continues. We focus in person and at fractional costs consulting for smaller Businesses and mainly professionals such as doctors to attorneys. Non profit organizations as well. We are a non producing TPA; meaning Advisors pay us as TPA to provide the plan template per example; be present at the sales process to explain the always changing IRS and DOL rules; yet we do not pick investment options. The owner/FA does. No conflicts.
Other past work includes help designing, building and rolling out Nationally Sold financial products, creating and managing revenue generating marketing campaigns, with complete ownership of the entire product roll out and related account to wholesaler experiences. I am well traveled, currently residing near Philadelphia with my family. I am most well expertised within the Financial and Telco sectors. A passionate musical and media related fan - and family.
I started writing for Seeking Alpha in early 2012. With an interest in both fundamental and technical analysis, and a strong belief that both should be used when investing, I try to incorporate both in the bulk of my articles.
My goal is to bring a fresh viewpoint to the table on the equities I cover. I'm always "learning." Never stop! I encourage readers to do the same! I believe you can learn a lot from the 30 year veterans, but even the veterans must keep an open mind to the new guy. Each remains closed minded at their own peril.
Motto: I invest in undervalued (i.e. cheap) well-established companies trading at a below market multiple.
The companies that I invest in are large stable companies with proven track records. My goal is the highest total return possible with the least amount of risk.
Professional Background: I am a healthcare practitioner with extensive experience in the pharmaceutical sector. I have a passion for investing honed over the past twenty years through various market cycles.