Josh Caltrider, CIMA®
Managing Director / Founding Partner
Josh is currently a Managing Director / Founding Partner of Americana Partners. Josh was a Vice President Financial Advisor with Morgan Stanley since 2012. He focuses on providing customized wealth management solutions to both high-net-worth clients and foundations with an emphasis on capital preservation and risk adjusted returns. In addition, he is committed to managing his client’s wealth so it has a positive impact on their life and the lives of generations to come.
Originally from Dallas, Josh graduated with honors from The Cox School of Business at Southern Methodist University and was the recipient of the Outstanding Financial Consulting Major award. Josh also attended the University of Pennsylvania, Wharton School of Business, where he earned the designation of Certified Investment Management Analyst® (CIMA®). Prior to his academic achievements Josh has 10 years of entrepreneurial and management experience in areas that include business strategy, operations, business process redesign and franchise development within the transportation industry.
Josh resides in Dallas with his wife Emily. He is an avid cyclist and member of Park Cities Baptist Church.
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and the Firm are not affiliated companies. Investments through PKS or the Firm are: NOT FDIC INSURED, NOT BANK GUARANTEED, MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL, NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
