Josh H.

Josh H. is currently a Senior Investment Analyst at Crewe Advisors LLC in Provo, Utah, where he is responsible for portfolio construction, investment due diligence, and financial analysis tailored to high net worth individuals, families, and institutional clients. His work centers on the management and analysis of diversified investment portfolios, with specific focus on equities, fixed income, and alternative assets—aligning with Crewe Advisors’ client-centric approach to long-term value creation and risk-adjusted returns.

Prior to his current role, Josh progressed within Crewe Advisors as an Investment Analyst and Wealth Management Intern, gaining hands-on experience in investment research, financial planning, and client advisory services. This career trajectory underscores his deepening expertise in multi-asset portfolio management and fiduciary investment practices.

Josh holds a Bachelor of Science in Finance from Utah Valley University, providing a strong analytical and financial foundation. His expertise lies in asset allocation, security selection, and the application of prudent investment strategies for the firm’s client base. He is recognized for his contributions to the rigorous and personalized investment solutions at Crewe Advisors, a firm managing over $2.5 billion in assets and known for its commitment to customized wealth management and advisory services.