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Tuesday, Dec 17, 2024

Leaders of Influence: Wealth Managers 2024 – Josh Markman

Custom Content by the Los Angeles Business Journal

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.

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