Leveraging extensive regulatory compliance consulting experience, Josh partners with Silver clients to create and implement robust compliance frameworks tailored to the specific needs and regulatory risks of their businesses.
Prior to joining Silver, Josh was a Senior Manager at IQ-EQ, a compliance consulting firm, where he assisted investment advisers of various sizes and strategies across the alternative asset industry – ranging from new launches to large global asset managers – with developing and maintaining their regulatory compliance programs. As a Senior Manager, Josh researched and consulted with clients on a wide range of regulatory topics; assisted with reviewing and preparing regulatory filings; conducted in-depth forensic testing of compliance policies and procedures; and provided support for numerous regulatory examinations.
Josh received a B.B.A. in Economics from Baylor University’s Hankamer School of Business, where he also completed the Baylor Interdisciplinary Core honors program. Josh holds the CFA Institute’s Certificate in ESG Investing.