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


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