Josh Bubbs is a consultant in Caldwell’s Financial Service Practice and a member of the New York office. He focuses on the placement of C-suite and senior executives across a number of functions including investment relations, marketing and sales. With over 20 years of experience in various sectors within financial services, Josh’s expert knowledge and understanding of the industry enables him to be a trusted advisor to clients and candidates alike.
Josh joined Caldwell from Bramshill Investments where he was an executive director in business development/investor relations. Previously, Josh spent nearly 10 years providing personal planning services to clients across the investment community. Josh began his career at Fred Alger Management, a boutique investment firm, where he spent his time marketing to both institutional and retail investors.