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Joshua Fishman

Senior Vice President- Private Client Group - Personal Capital

Joshua Fishman is a seasoned professional with over 15 years of experience in the financial services industry.

Before joining Personal Capital as a Senior Vice President in the Private Client Group, Josh excelled as an Investment Counselor and Vice President at Fisher Investments.

His background also includes roles as an Institutional FP&A Analyst at Fidelity Investments and experience in portfolio management and acquisitions at Boston Capital.

Josh holds a Bachelor of Science degree in Economics & Finance from Bentley University, where he also studied Certified Financial Planning Certification.

His passion for finance is evident in his diverse skill set and commitment to continuous learning and improvement.

Outside of work, Josh, a Bay Area native residing in San Francisco, enjoys activities like sailboat racing, skiing, biking, and hiking.

Joshua Fishman
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Location

United States