Josh Perlmutter Email & Phone Number
Founding Advisor, Director of Wealth Advisory @ Atlas
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Josh Perlmutter Location
- Chicago, IL, US
Josh Perlmutter Work
- 2024 -now Founding Advisor, Director of Wealth Advisory @
- 2023 -2024 Vice President, Wealth Advisor @
- 2021 -2023 Wealth Advisor @
- 2020 -2021 Senior Operations Analyst @
- 2018 -2020 Client Relationship Specialist @
- 2016 -2018 Client Relationship Manager - Stifel @
- 2015 -2015 Operations Associate @
Josh Perlmutter Education
- Northwestern University
Bachelor's Degree (Economics)
Josh Perlmutter Skills
- Investment Management
- Tax Planning
- Financial Planning
- Portfolio Optimization
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.
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