Josh Wright is a Managing Director of Roadstead Capital Partners, LLC* and its’ investment strategy team. Josh has extensive experience in portfolio management, tax deferral strategies, estate planning, and retirement strategies for high net worth individuals and families. He strives to offer unparalleled service to each of his select clients.
Prior to joining Roadstead, Josh spent five years at Merrill Lynch where he specialized in retirement plan structuring and private banking for closely held business owners. Josh has also previously served as a branch manager with First Citizens Bank & Trust where he oversaw all financial services and products for the bank’s clientele.
Josh is a graduate of Winthrop University where he received a B.S. in Finance and Economics. He holds his series 7 and 66 securities licenses and is an Investment Advisor Representative with Royal Alliance Associates, Inc. When away from the office, Josh enjoys tennis, squash, traveling, fishing, hunting, and Gamecock football. Josh lives in West Ashley with his wife Nicole and cat Clover.