Josh Barg Email & Phone Number
Founder and CEO @ Lifetime Advisory
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Josh Barg Location
- New York, NY, US
Josh Barg Work
- Founder and CEO @ (January 2018 - Present)
- Managing Partner @ Saratoga Global Partners. (January 2010 - Present)
- Managing Director-investments @ (April 2009 - July 2022)
- Sr. Vice President INVESTMENTS @ Oppenheimer & Co. (January 2002 - January 2006)
Josh Barg Education
- mount saint mary college
bs (business)
1989-1993 - Niskayuna
Josh Barg Skills
- Investments
- Series 7
- Asset Management
- Equities
- Portfolio Management
- Hedge Funds
- Mutual Funds
- Series 63
- Asset Allocation
- Strategic Financial Planning
- Investment Strategies
- Retirement
- Fixed Income
- Retirement Planning
- Securities
- Investment Advisory
- 401k
- Valuation
- Private Equity
- Financial Services
- Venture Capital
- Asset Managment
- Fixed Annuities
- Mergers & Acquisitions
- FINRA
- Capital Markets
Josh Barg Summary
- Josh Barg, based in New York, NY, US, is currently a Founder and CEO at Lifetime Advisory. Josh Barg brings experience from previous roles at Saratoga Global Partners., National Securities and Oppenheimer & Co.. Josh Barg holds a 1989 - 1993 bs in business @ mount saint mary college. With a robust skill set that includes Investments, Series 7, Asset Management, Equities, Portfolio Management and more. Josh Barg has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Lifetime Advisory Employees
Josh Barg
Founder and Chief Executive Officer
New York, New York, United States
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