Josh Perlmutter Email & Phone Number
Founding Advisor, Managing Director of Wealth Advisory @ Atlas
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Josh Perlmutter Location
- Chicago, IL, US
Josh Perlmutter Work
- Founding Advisor, Managing Director of Wealth Advisory @ (January 2024 - Present)
- Vice President, Wealth Advisor @ (February 2023 - January 2024)
- Wealth Advisor @ (January 2021 - February 2023)
- Senior Operations Analyst @ (February 2020 - January 2021)
- Client Relationship Specialist @ (April 2018 - February 2020)
- Client Relationship Manager - Stifel @ (August 2016 - March 2018)
- Operations Associate @ (August 2015 - December 2015)
Josh Perlmutter Education
- Northwestern University
Bachelor's Degree (Economics)
Josh Perlmutter Skills
- Investment Management
- Tax Planning
- Financial Planning
- Portfolio Optimization
- Alternative Investments
Josh Perlmutter Summary
- Josh Perlmutter, based in Chicago, IL, US, is currently a Founding Advisor, Managing 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, Alternative Investments and more. Josh Perlmutter has 1 emails and 1 mobile phone numbers on RocketReach.
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