Leadership

Prior to joining Optima Partners in October 2016, Josh worked for Lehman Brothers, Inc. from 2004-2008 in the Regulatory Audits and Inquiries Group, managing and coordinating countless regulatory examinations across the globe. From 2008 until 2011, Josh worked in the Compliance group of Perella Weinberg Partners, a boutique Investment Manager and Investment Bank, managing various projects for both growing businesses. Following his time at Perella, he was the Compliance Manager of Tower Research Capital, a high frequency trading hedge fund.

He continued his compliance career as the Deputy Chief Compliance Officer for Tiedemann Wealth Management, a registered Investment Adviser and Trust Company, where he registered the firm with the CFTC and managed all aspects of the compliance program. Combining a deft expertise and understanding of markets as they pertain to global regulatory compliance regimes, Josh has demonstrated project and team management, knowledge of the requirements of comprehensive compliance programs and a willingness to take on the most challenging tasks.