Josh Goldberg

Private Advisor, Vice President

Josh joined Rockefeller in 2021. He is a financial advisor that focuses on delivering all-inclusive wealth management strategies from family legacy structure to seasonal cash management for professional athletes. Josh prides himself on consistent communication and substantial service, working closely with clients to identify and help achieve their primary goals.

Josh graduated from Butler University with Bachelor’s degree in both Finance and Management Information Systems, where he pitched for the Dawgs.

He is active with his alma mater and with the local Jewish community.