![Josh Trubow](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Josh Trubow
Portefeuillebeheerder-Aandelen bij
Beacon Pointe Advisors LLC
Profiel
Mr. Josh S.
Trubow is a Senior Wealth Advisor at Beacon Pointe Advisors LLC.
He brings extensive experience in investment operations, tax planning, and financial planning, with a passion for helping individuals and families achieve long-term financial success.
Mr. Trubow was previously employed as a Senior Financial Advisor by Sensible Financial Planning & Management LLC (which was acquired by Beacon Pointe in 2025).
Earlier in his career, he worked at a tax accounting firm, assisting individuals and small businesses with tax preparation and filing.
He has also volunteered with the Volunteer Income Tax Assistance (VITA) program.
He earned both a B.A. in Finance and an M.S.
in Financial Planning from Bentley University and is a Certified Financial Planner professional.
Actieve functies van Josh Trubow
| Bedrijven | Functie | Begin |
|---|---|---|
Beacon Pointe Advisors LLC
 Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe's investment solutions are customized to each client and include active, passive, alternative and socially responsible strategies on an open architecture platform. | Portefeuillebeheerder-Aandelen | 01-10-2025 |
Eerdere bekende functies van Josh Trubow
| Bedrijven | Functie | Einde |
|---|---|---|
Sensible Financial Planning & Management LLC
 Sensible Financial Planning & Management LLC Investment ManagersFinance Sensible Financial designs portfolios to maximize expected returns for given levels of risk or portfolio volatility. The firm works with clients to select portfolios consistent with their individual risk capacity and risk tolerance. They construct portfolios using primarily low-cost mutual funds. Sensible Financial uses index funds and passive approaches rather than funds attempting to pick stocks that will outperform. | Portefeuillebeheerder-Aandelen | 01-10-2025 |
Opleiding van Josh Trubow
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
78
Eerstegraads connecties
3
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Bentley University
 Bentley University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sensible Financial Planning & Management LLC
Sensible Financial Planning & Management LLC Investment ManagersFinance Sensible Financial designs portfolios to maximize expected returns for given levels of risk or portfolio volatility. The firm works with clients to select portfolios consistent with their individual risk capacity and risk tolerance. They construct portfolios using primarily low-cost mutual funds. Sensible Financial uses index funds and passive approaches rather than funds attempting to pick stocks that will outperform. | Finance |
Beacon Pointe Advisors LLC
Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe's investment solutions are customized to each client and include active, passive, alternative and socially responsible strategies on an open architecture platform. | Finance |
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