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Josh Markman

Managing Director at Bel Air Investment Advisors

Josh Markman is a Managing Director at Bel Air Investment Advisors, where he has been working since June 2008.4 He is a partner at the firm and serves as an investment advisor, responsible for providing investment advice to private clients, tax-exempt organizations, and endowments.2

Markman's expertise includes:

  1. Deep understanding of investment objectives
  2. Portfolio construction
  3. Manager selection
  4. Risk analysis
  5. Next generation/estate planning

He is a voting member of the Executive Committee, which is responsible for Bel Air's management, and also sits on the Investment Committee.2 Markman's career at Bel Air exemplifies excellence in wealth management and investment advisory services.1

Prior to joining Bel Air, Markman worked at Goldman Sachs & Co. in Los Angeles as a Vice President in the Investment Management Division, specializing in fixed income, equity, and alternative investing for wealthy families and institutional investors.24

Markman is actively involved in the community, serving on the board of Thrive Scholars and participating in the University of Pennsylvania Alumni Association.2 He holds a B.A. from the University of Pennsylvania and an M.B.A. from the Wharton School of Business.24

Recently, Markman was recognized as one of the "Leaders of Influence: Wealth Managers 2024" by the Los Angeles Business Journal, highlighting his consistent performance and deep understanding of investment dynamics.13

Related Questions

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Location

Beverly Hills, California, United States