Josh Perlmutter Email & Phone Number

Founding Advisor, Director of Wealth Advisory @ Atlas

5 free lookup(s).

Josh Perlmutter Location

Chicago, IL, US

Josh Perlmutter Work

2024 - now Founding Advisor, Director of Wealth Advisory @ Atlas
2023 - 2024 Vice President, Wealth Advisor @ Lido Advisors, LLC
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2021 - 2023 Wealth Advisor @ Lido Advisors, LLC
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2020 - 2021 Senior Operations Analyst @ GeoWealth
2018 - 2020 Client Relationship Specialist @ Cresset
2016 - 2018 Client Relationship Manager - Stifel @ Stifel Financial Corp.
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2015 - 2015 Operations Associate @ Wintrust Wealth Management

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Josh Perlmutter Education

Northwestern University
Bachelor's Degree (Economics)

Josh Perlmutter Skills

Investment Management
Tax Planning
Financial Planning

Portfolio Optimization

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Josh Perlmutter Summary

Josh Perlmutter, based in Chicago, IL, US, is currently a Founding Advisor, Director of Wealth Advisory at Atlas. Josh Perlmutter brings experience from previous roles at Lido Advisors, LLC, GeoWealth and Cresset. Josh Perlmutter holds a Bachelor's Degree in Economics @ Northwestern University. With a robust skill set that includes Investment Management, Tax Planning, Financial Planning, Portfolio Optimization and more. Josh Perlmutter has 1 emails and 1 mobile phone numbers on RocketReach.

Josh Perlmutter Emails

Found 1 emails

@gmail.com

Josh Perlmutter Phone Numbers

Found 3 phone numbers

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