Josh Davison, CIMA®

Josh is responsible for Portfolio Management & Investment Strategy collaboration across our partner firms. Josh works together with the Connectus team to develop and execute new strategies across research, trading, investment strategy and selection.

Prior to joining Connectus, Josh worked as the Director of Investments to build out a new RIA with HJ Sims. Josh has also worked at a well-established RIA that focused on Financial Planning. Prior to joining the RIA world, he worked for Charles Schwab as a liaison to over 75 Independent RIAs across the county. He has also spent time as a Financial Advisor for Morgan Stanley and his finance career started at Wachovia Securities (now Wells Fargo).

In addition to his responsibility at Connectus, Josh has helped to raise awareness for men’s health for over 13 years through the Movember Foundation. Josh and his family support the ASPCA and Alzheimer Association as well.

Josh and his wife, Megan, have one daughter, Giada, and a Turkish Angora cat named Pinot. Outside of work, Josh leads a fit, active lifestyle—exercising, eating smart, and inspiring others to live healthier. Josh is an avid boater (30+ years), and enjoys the beach, fishing, and entertaining. Josh is also an auto enthusiast or “tinkerer of anything with motor”, as he expresses it. Josh is continually working a solution to a problem.

Financial advice, powered by human connections.