Josh Darwin INVESTMENT ADVISOR LICENSES Series 7, 63, 65, 9, 10, 24 YEARS OF EXPERIENCE
Josh Darwin is passionate about helping families like yours grow and preserve wealth. Josh has 25+ years of experience providing investment advice to both individual and institutional investors. Most recently, Josh was a Managing Director at Bank of America Merrill Lynch for 18 years. Josh ran the Boston Institutional Sales desk, which raised capital for corporations and provided research and management access to investors. Josh’s professional network includes relationships with many of Boston’s most sophisticated investors, which gives him some unique insights to help individuals and families generate investment ideas. Prior joining Merrill Lynch, Josh managed money for individuals and families at Smith Barney. Josh is a graduate of Tufts University and Tabor Academy and also studied at the University of London. Josh lives in Needham with his wife Ricki and sons George and Jack. Josh enjoys golf, boating, family time and the behavior of markets.
SPECIALTIES Asset allocation. Portfolio construction – Equities, Fixed Income, MLPs, ETFs, mutual funds. Research – fundamental, technical, quantitative, behavioral. Alternative Investments – hedge funds, private equity, REITs, commodities. Providing Personalized Financial Guidance to the Northeast.
Based out of Needham, MA, Josh is ready to turn your financial goals into practical guidance. We take a client-first approach to our financial services, including portfolio management and investment allocation strategies.