Josh Fredricks
AVP - Client Service Operations
Josh re-joined Litman Gregory in 2024 after previously working with the firm from 2017 to 2022, resuming his role with Private Funds and contributing as a strong utility player for Client Services and Operations. He has over 12 years of experience in the financial services industry. Prior to LGWM, Josh worked as an operations lead for a start-up decentralized finance company and investor services analyst for SEI Investments Company in Oaks, PA.
Achievements & Credentials:
- Widener University (B.S., Economics)
- Previously held Series 7 & 66 Licenses
Personal Obsessions:
- Philadelphia Eagles
- Renovating rental properties
- A really good cup of coffee