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

Navigating Economic Volatility: Strategies for Advisors

August 30, 2024

During economic uncertainties, advisors are pivotal in providing stability and reassurance. They achieve this by consistently communicating with clients, addressing...

Forecasting Macroeconomic Trends for Investment Advisors

August 30, 2024

Forecasting macroeconomic trends is crucial for investment advisors, requiring close observation of key economic indicators like growth rates, unemployment figures,...

Navigating Macroeconomic Trends for Financial Consultants

August 30, 2024

As financial consultants, our mastery of macroeconomic trends is not merely academic; it's a practical necessity for navigating the ever-changing...