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Josh Coombs

Josh Coombs

Investment Analyst at Drive Wealth Management, LLC

Orem, UT , United States

About

Josh Coombs is an Investment Analyst at Drive Wealth Advisers, based in Lehi, Utah, where he is responsible for investment research, portfolio analysis, and supporting the firm’s advisory process for high-net-worth clients. He plays a key role in evaluating asset classes and assisting in the deployment of client portfolios with a focus on tailored wealth management strategies.

Josh’s professional background includes analyst roles at Keeler Thomas Management and TownSquare Capital, where he gained experience in both broad investment research and specialized fixed income analysis. His expertise spans public equities, fixed income, and private markets, reflecting a comprehensive approach to institutional and individual portfolio management.

He holds a Bachelor of Science in Finance from Utah Valley University and is recognized for his analytical skills and attention to risk-adjusted performance. Josh contributes to DRIVE WEALTH’s mission of serving wealth creators and families, particularly in the areas of portfolio construction, market research, and financial planning for clients with complex needs.

Career History

OrganizationRoleDate RangeDetails
Drive Wealth Advisers, LLCInvestment AnalystDec 2024 to Present
Keeler Thomas ManagementInvestment AnalystDec 2022 to Dec 2024
TownSquare CapitalFixed Income AnalystSep 2022 to Dec 2022
Utah Valley University: Wolverine FundStudent Venture AssociateJan 2022 to Dec 2022
GPS Capital Markets, LLCTrade Desk InternJun 2022 to Aug 2022
Ideal DetailingOwnerApr 2020 to Jan 2022
Utah Motor CompanyLot TechOct 2018 to Apr 2020

Education

Utah Valley University

Bachelor of Science - BS, Finance

2019 2023

Others at Drive Wealth Management, LLC (6)

NameRoleLocation
Dylan Payne
Dylan Payne
AssociateLindon, UT , United States
James Hawker
James Hawker
Chief Investment OfficerSalt Lake City, UT , United States
Lowell Crabb
Lowell Crabb
PrincipalLehi, UT , United States
Conor McDuffie
Conor McDuffie
Investment AnalystLehi, UT , United States
M
Matthew Davis
Research AnalystSalt Lake City, UT , United States
Richard Baird
Richard Baird
Senior Portfolio ManagerSt. George, UT , United States

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