Josh works closely with clients to create tailored investment strategies, design customized solutions, and to provide integrated wealth management advice.

Prior to joining DBP, Josh managed financial and strategic operations and directed M&A for Lucas Petroleum Group, Inc. as the Chief Financial Officer. While at LPG, he co-founded LPG Capital LLC to facilitate cooperative investments in new energy ventures. Josh also oversaw the allocation and investments of the firm’s associated philanthropic initiative, the Educational Advancement Foundation as Senior Portfolio Manager. During this time, Josh co-authored several studies with colleagues from the Wharton School at the University of Pennsylvania, the University of Texas, and the Federal Reserve. Before serving in an executive capacity, Josh was a Portfolio Manager for Munday Enterprises, an Austin-based family office, where he ran the proprietary trading group.

Josh holds an MBA with honors from the University of Pennsylvania, the Wharton School with a double major in Finance and Strategic Management. He earned a BA with high and special honors in the Plan II Honors Program and a BBA with honors in Finance from the University of Texas. Josh is a Level III Candidate for the Chartered Financial Analyst Program.

Josh is active in the philanthropic community, serving on the Due Diligence Committee of Innovation +, a non-profit organization that applies the growth equity model to distribute social capital. Further, Josh is a member of the Texas Hedge Fund Association and serves on the Awards Committee for The Association for Corporate Growth. He is also a regular contributor to the Austin Entrepreneurial Network and lectures on finance and entrepreneurship at the Austin Center for Design.