Josh Albert

“It is not the critic who counts; not the man who points out how the strong man stumbles, or where the doer of deeds could have done them better. The credit belongs to the man who is actually in the arena, whose face is marred by dust and sweat and blood; who strives valiantly; who at the best knows in the end the triumph of high achievement, and who at the worst, if he fails, at least he fails while daring greatly, so that his place shall never be with those cold and timid souls who neither know victory nor defeat.” —Teddy Roosevelt

Josh Albert



  • University of Southern California, B.S. in Business Administration

Professional Credentials

  • FINRA-registered Representative

Josh is responsible for day-to-day transaction execution. He has worked on transactions across a variety of sectors including business products and services, food and agriculture, healthcare, transportation and logistics and software.
Previously, he worked as an Analyst at Arrowroot Advisors, a technology-focused investment bank in Santa Monica, Calif. His prior experience includes mandates in valuation services, buy-side advisory to private equity and corporate finance.
Josh is an avid waterman and loves spending his free time surfing, swimming, and boating. He enjoys challenging himself with physical endeavors such as pier-to-pier swims, paddling to Catalina, and running marathons.

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