Josh Denny
Investment Advisor Associate
Josh is an Investment Advisor Associate on the Cherry Tree Wealth Management team. His primary focus is client service, as well as reporting and planning. He has worked in the financial industry for several years, bringing a great level of detail and experience to the team. Before joining Cherry Tree, he was the Client Services Manager at Element Wealth Management where he focused on day-to-day operations, client and advisor trade requests, and quality control for trading data.
Outside of work, Josh enjoys spending time with friends and family and enjoys outdoor activities such as golf, hiking, biking and water skiing.
Focus
- Advisor Support
- Client Service
- Investment Research
- Financial Plans and Models
Education
- B.S. Physiology, Finance – Minnesota State University, Mankato
Prior Experience
- Client Services Manager, Element Wealth Management
- Financial Advisor, New York Life
Cherry Tree Wealth Management is an SEC registered investment advisor and fiduciary advisory firm.