Joshua M. Glass
Managing Director - Investments
Josh graduated from the University of Miami, Florida with a Bachelor's of Business Administration degree majoring in Finance. He was a member of the nationally-ranked Men's Basketball Team while maintaining a four-year academic scholarship. Additionally, Josh studied international business and finance at the prestigious International University of Monaco.
As a Managing Director - Investments at Wells Fargo Advisors, Josh has been able to leverage his passions for finance, athletics, and teamwork towards a successful wealth management practice. Since joining Wells Fargo Advisors in 2007, Josh has been a member of Wells Fargo Advisors Premier Advisors, a designation held by a select group of Financial Advisors within Wells Fargo Advisors as measured by three or more of the following: length of service with the firm, completion of educational components, business production, and professionalism. He is one of the select few advisors nationwide to earn the title of Managing Director - Investments before the age of 35.
Josh has been recognized as one of California's Best-In-State Wealth Advisors for 2018-2019.1 Additionally, Josh has been named one of America's Top Next-Generation Wealth Advisors for 2017-2019 by Forbes.1 This inaugural list recognized 500 millennial advisors as among the top in America. These recognitions are regarded as prestigious in the financial services industry.
Josh's wealth management practice is designed specifically for high net worth individuals, with a focus on the sports and entertainment industries. Specializing in this area, Josh understands the unique needs of these individuals, such as capital preservation, lack of predictability of earnings, purchasing power risk, liquidity, and, of course, taxes.2 Josh's primary objective is to improve the performance of his clients' assets over time based on their unique risk tolerance, investment time horizon, income requirements, while addressing any and all specific needs. He provides customized financial strategies consistent with his clients' financial assets, earnings, and investment objectives through portfolio construction that utilizes asset allocation analysis. He helps manage risk through proper asset class diversification by selecting complementary investment managers and applying disciplined research reflecting current economic and market conditions.3
Josh helps build, manage, protect and effectively transition his clients' wealth and simultaneously plays an integral role in their liability management (access to lending services through Wells Fargo affiliates). This is essential to his comprehensive wealth management practice.
Josh lives in Encino and enjoys spending time with his family as well as playing basketball and golf in his spare time.
1The Forbes rankings of Best-In-State Wealth Advisors, Top Next Generation Advisors, and America's Top Next-Generation Wealth Advisors, developed by SHOOK Research, are ranking algorithms based on industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
2Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and/or lawyer to help you meet your financial goals.
3Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.