JOSH MARKMAN
Partner
Bel Air Investment Advisors
Josh Markman’s career at Bel Air Investment Advisors, which began in 2008, exemplifies excellence in wealth management and investment advisory services. As a partner at the firm, Markman has consistently demonstrated a deep and nuanced understanding of investment dynamics, which is critical for advising private clients, organizations and endowments.
Markman utilizes a comprehensive approach to investment to set investment objectives, lead portfolio construction, and conduct risk analysis. His experience in next-generation and estate planning underscores his holistic approach to wealth management. As a voting member of the firm’s Executive Committee, Markman plays a pivotal role in the firm’s management. Before his Bel Air tenure, Markman served at Goldman Sachs & Co. in Los Angeles, where he was vice president in the Investment Management Division. His specialization in fixed income, equity and alternative investing for wealthy families and institutional investors laid a strong foundation for his current role.