Josh Darwin is passionate about helping families like yours grow and preserve wealth. Most recently, Josh was a Managing Director at Bank of America Merrill Lynch for 18 years. Josh ran the Boston Institutional Sales desk, which raised capital for corporations and provided research and management access to investors. Josh’s professional network includes relationships with many of Boston’s most sophisticated investors, which gives him some unique insights to help individuals and families generate investment ideas. Prior joining Merrill Lynch, Josh managed money for individuals and families at Smith Barney. Josh is a graduate of Tufts University and Tabor Academy and also studied at the University of London. Josh lives in Needham with his wife Ricki and sons George and Jack. Josh enjoys golf, boating, family time and the behavior of markets.
- Asset allocation.
- Portfolio construction – Equities, Fixed Income, ETFs, mutual funds.
- Research – fundamental, technical, quantitative, behavioral.
- Alternative Investments – REITs, commodities.