Buildings

Josh Lev

Vice President, Investment Research
Education and Credentials

Josh has spent his career in investment manager research with a focus on alternative investments. He has experience across asset classes including but not limited to hedge funds, private equity, private credit, secondaries, real estate and real assets.

Josh earned his Bachelor of Science in Business Administration with a concentration in Finance and Business Economics at the Marshall School of Business, University of Southern California.

In his spare time, Josh enjoys golf, walking his dog, travel and spending time with family and friends.

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Career Highlights
Why did you get into wealth management?
What do you enjoy most about the work you do for SteelPeak clients?
What do you love to do outside of work?
What is your favorite book or quote?
Schedule a Meeting with
Josh
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

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Christine Mueller Coley, CFP®, CDFA®
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Joe Fusaro
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Steven Dymant
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Alexandra Miller
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Brandon McAuslen
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Mike Janis
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Kiras Persky
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Cecilia Umbel
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Andy Rosas
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Joe Mezzetta, CPA
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Andrea Chandos
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Zack Farooquee, AAMS®, AIF®
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