Joshua GraffFinancial Planning Analyst
As a member of the Financial Planning Analyst team, Josh works closely with the Relationship Managers and Client Administrators to assist with the development and implementation of comprehensive financial plans for high net worth individuals and families.
On a day-to-day basis, Josh collaborates with members of the Wealth Management and Middle Office Services teams on trading activities, report preparation and delivery, insurance needs analysis, tax planning and preparation, estate planning, and account administration.
Prior to joining Pitcairn, Josh was a Lead Analyst at JP Morgan Chase in Newark, DE where he led the processing of dividend payments to high net worth accounts.
Josh earned a BS in Finance from Pennsylvania State University with a minor in Economics. He is currently pursuing his CFA Charter with hopes of attaining his CFP certification.
Having grown up outside of Philadelphia, Josh was and still is a Philly sports fan, particularly of the Philadelphia Phillies. His passion for baseball recently took him cross country where he visited 8 ball parks in 9 days. As a foodie who loves to travel, Josh hopes to someday eat his way through Europe being sure to stop in Italy for authentic chicken parmigiana.