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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Drive Wealth Advisers, LLC | Investment Analyst | Dec 2024 to Present | — |
| Keeler Thomas Management | Investment Analyst | Dec 2022 to Dec 2024 | — |
| TownSquare Capital | Fixed Income Analyst | Sep 2022 to Dec 2022 | — |
| Utah Valley University: Wolverine Fund | Student Venture Associate | Jan 2022 to Dec 2022 | — |
| GPS Capital Markets, LLC | Trade Desk Intern | Jun 2022 to Aug 2022 | — |
| Ideal Detailing | Owner | Apr 2020 to Jan 2022 | — |
| Utah Motor Company | Lot Tech | Oct 2018 to Apr 2020 | — |
Education
Utah Valley University
Bachelor of Science - BS, Finance
2019 — 2023
Others at Drive Wealth Management, LLC (6)
| Name | Role | Location |
|---|---|---|
| Associate | Lindon, UT , United States | |
| Chief Investment Officer | Salt Lake City, UT , United States | |
| Principal | Lehi, UT , United States | |
| Investment Analyst | Lehi, UT , United States | |
M Matthew Davis | Research Analyst | Salt Lake City, UT , United States |
| Senior Portfolio Manager | St. George, UT , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
C Chris Heyman | Chief Investment Officer | Rovin Capital /ut/ /adv | Provo, UT , United States |
| Sr. Portfolio Manager Private Debt fund | Rovin Capital /ut/ /adv | Salt Lake City, UT , United States | |
| Associate | North Capital, Inc. | Salt Lake City, UT , United States |