Josh Finegold

Josh Finegold is an Investment Analyst at ProVise Management Group, LLC, based in the Greater Tampa Bay area, including Safety Harbor, FL. In his current role, he is responsible for supporting portfolio management, conducting asset allocation research, and providing investment recommendations to help serve the firm’s diverse clientele. His focus spans traditional asset classes including equities and fixed income, with special attention to multi-asset portfolio construction and financial planning strategies tailored for individual and institutional investors.

Josh brings a strong background in finance and operations, previously working as a Food and Beverage Cost Controller at Sheraton Hotels & Resorts, where he developed skills in budgeting, cost analysis, and process optimization. Earlier experiences in customer service and municipal government complemented his analytics with strong interpersonal and project management capabilities.

He holds both a Master's degree in Financial Analysis and a Bachelor's degree in Finance from the University of South Florida, underscoring his proficiency in quantitative modeling, financial statement analysis, and investment theory. Josh’s expertise lies particularly in portfolio analysis and asset allocation for retirement and wealth management solutions, supporting ProVise’s commitment to comprehensive financial advisory services.