As a Vice President of the Private Client Group, Joshua Broad helps prospective clients evaluate their investment options and provides perspective on the array of services Fisher Investments offers. He can review your current financial position and educate you on how we can assist you in reaching your financial goals. Based in Greater Philadelphia, Joshua works with private clients throughout the states of New Jersey, Pennsylvania, Delaware and Maryland. Joshua earned his Bachelor of Science in Finance from American University and his Masters of Business Administration in Finance from the Zicklin School of Business. Joshua also holds the Certified Private Wealth Advisor (CPWA®) certification administered by the Investments & Wealth Institute. Prior to joining Fisher Investments, Joshua previously worked for a global asset management firm as a Vice President and Senior Consultant. His deep knowledge of the financial services industry and capital markets allows him to assist clients in making confident investment and planning decisions.
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