Josh is passionate about helping institutions and individuals achieve their financial goals. As Chief Investment Officer, Josh leads the Frazier Financial Advisors, LLC Investment Team. Josh is a graduate of the Ohio State University and has been on the Frazier Financial Advisors, LLC team since 2007. Josh has earned the Chartered Financial Analyst (CFA™) designation. The CFA Program is a globally recognized, graduate level curriculum covering many investment topics including equities, fixed income, economics, statistics, financial reporting, derivatives, and ethics. Josh is an active member of the CFA Society of Columbus. Josh resides in Upper Arlington with his wife and daughter.
Securities offered through TRIAD ADVISORS, LLC.
Member FINRA SIPC | FINRA BrokerCheck
Advisory services are offered through Frazier Financial Advisors, LLC and not Triad Advisors, LLC. Frazier Financial Advisors, LLC and Triad Advisors, LLC are not affiliated.
Products and service are only offered only to United States citizens and residents in states where we are registered and/or licensed. Any information on this website is intended solely for such persons. Please check with us for availability in your state.