Josh Harris

Josh Harris has a strong background in wealth management and corporate development. Josh is currently working as a Wealth Manager and Managing Director, Corporate Development at Coldstream Wealth Management, where they set firm-wide standards and ensures a positive client experience. Josh integrates clients' financial planning with investment strategy and facilitates discussions on risk management. Prior to this, Josh was a Co-Founder at Paracle Advisors, where they also focused on setting firm-wide standards and providing a positive client experience. Josh worked as a Lead Advisor at Brighton Jones LLC and started their career as a Senior Accountant at Deloitte and Touche LLP.

Josh Harris attended the University of Washington from 1993 to 1997, where they earned a Bachelor of Business Administration (BBA) degree in Accounting. In 1999, they obtained the Certified Public Accountant (CPA) certification from the AICPA. In 2001, they received the Series 65 - Uniform Investment Advisor certification from FINRA. Additionally, they have an Accredited Asset Management Specialist certification, although the exact date of obtaining this certification is not available.