Meet the Team!

Team: Team Members

Josh Kirby

President & CEO

Josh Kirby is the President and Chief Executive Officer of the firm. Following graduation from the University of Illinois, Josh was employed as a consultant advising management of Fortune 500 companies on shareholder value maximizing strategies. He has also held positions at Goldman Sachs, Tesla, and Anheuser-Busch. He brings an analytical approach to managing investments and a personal touch to helping clients identify and accomplish their personal and financial goals.

Josh is passionate about financial literacy and sustainable entrepreneurship. Off the clock, he enjoys boating, reading, crosswords, coffee, board games, Star Trek, and all things University of Illinois athletics.