Josh Milrad

Josh joined the Registered Investment Advisor, or RIA, partnership group in early 2023 in the role of a fixed income analyst. With a deep understanding of fixed income markets, Josh excels in identifying opportunities that align with client goals while strategically managing risk. Josh started his career at Morgan Stanley supporting financial advisors and played an integral part in their service‐to‐sales initiative, dealing primarily with equity compensation plans. Prior to this role, Josh had experience on the fixed income trading desk of Raymond James as a strategist. His role consisted of working with the fleet of Raymond James financial advisors to help develop customized fixed income strategies to pursue clients’ financial goals. He holds the following securities licenses: General Securities Representative (Series 7), Municipal Securities Representative (Series 52) and Uniform Combined State Law (Series 66) licenses. Josh earned a bachelor’s degree in finance from the University of Central Florida.