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Joshua Crossman

Joshua Crossman

Executive Managing Director, Wealth Management, Southeastern U.S. Region

Josh has 25+ years experience in the financial services industry and advises high-net-worth individuals, families, businesses, foundations & endowments on asset allocation, portfolio construction, wealth transfer planning and liquidity alternatives as well as custom specialty lending. He also provides tactical investment decisions with a core focus on clients’ short- and long-term goals. Prior to joining Sharp, Josh was an Executive Managing Director at Boston Private (acquired by SVB), a private bank with $14+ billion registered investment advisory firm in their Palm Beach Gardens office. Josh earned his B.B.A. degree in Business Administration and International Finance from the University of Miami in 1995.

Originally from the Boston area, Josh resides in Jupiter, FL with his wife of 16+ years and his three children.