Josh Johnson

July 31, 2023

Josh Johnson is a Client Relations Representative at Rosenberg Research. He focuses on providing excellent client service and assisting in company growth initiatives.

Prior to joining Rosenberg Research, Josh worked at CI Financial as a relationship manager to private wealth advisors under the CI Private Wealth Canada business. This role provided him with strong experience in understanding and developing solutions that properly address the needs and complexity UHNW clients face in asset management and financial planning.

Josh holds an MBA from Liberty University.

Recent articles

The Impact of Macroeconomic Advisers on Planning

March 12, 2025

In today’s rapidly evolving economic landscape, macroeconomic advisers play a critical role in shaping strategic decisions. By analyzing key economic...

Why Financial Advisors Are Vital for Growth

March 10, 2025

Financial advising is more than portfolio management—it requires a deep understanding of macroeconomic forces that shape markets, interest rates, and...

Using Financial Advisors for Risk Management

March 8, 2025

When it comes to investing your hard-earned money, managing risk can feel overwhelming—especially in a constantly shifting economic landscape. Market...