Josh Koeck

Josh Koeck is a Portfolio Manager and Wealth Advisor at Resonant Capital Advisors, LLC, based in Milwaukee, WI. In this role, he focuses on delivering investment management and advisory services for high-net-worth individuals, multi-generational family businesses, and institutional clients, leveraging more than a decade of experience in family office services and portfolio management. His responsibilities include portfolio construction, risk management, and the development of tailored investment strategies.

Prior to joining Resonant Capital Advisors in 2022, Josh held key leadership positions including Assistant Director at Godfrey & Kahn, S.C., and Chief Financial Officer at Theia Vision Care, S.C. He also previously served as Chief Operating Officer and Director of Investments at Cooper Management, LLC, specializing in ultra-high-net-worth family portfolios, and gained additional experience at firms such as Morningstar and Merrill Lynch.

Josh holds an MBA in Applied Security Analysis from the University of Wisconsin-Madison School of Business and a Bachelor of Science with a double major in Economics and Political Science from the same institution. His expertise spans multi-asset portfolio strategies and wealth management tailored to complex client needs, with notable contributions in executing investment solutions for entrepreneurs, family offices, and business owners in Wisconsin and beyond.