Joshua Vance

Josh is responsible for supporting the operations of the firm’s Institutional OCIO/Discretionary Practice in the areas of account administration, client servicing, trading and ad-hoc consulting projects. Prior to joining the firm in 2025, he worked as a Client Service Associate at Calamos Wealth Management and as an Analyst, Team Lead and Client Operations Manager for Tegus. Josh earned a bachelor’s degree from Kalamazoo College. In his free time, he volunteers with The Bottom Line and enjoys traveling, supporting Detroit’s sports teams, spending time with friends and live music.