Josh Manifold, Bringing Access and Transparency to Value-Driven Clients

Health and Wealth Podcast with Carter & Tim

Jan 25, 2023•1 hr 12 min•Ep. 61

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Episode description

Episode 61 replay - Josh joined Compass Ion in early 2012, bringing with him over ten years of investment management experience. He began his career with Benkovich & Associates and spent the next eight years with Wells Fargo Advisors.

During this time he focused on active portfolio management and retirement income for individuals and families. By focusing so well on clients’ needs, he was selected to join the Executive Council, an award based on client service, best practices, and overall productivity.

Learn more about how Josh Manifold works with clients here: https://compass-ionadvisors.com/people/josh-manifold/

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