Josh Sylvester, Cfp®, Cima®, Chfc®
About Josh Sylvester, Cfp®, Cima®, Chfc®
Josh Sylvester is the Senior Vice President at Brookfield Asset Management in Florida, specializing in maintaining relationships with financial advisors and offering alternative investment solutions.
Company
Josh Sylvester is currently working at Brookfield Asset Management as a Senior Vice President, based in Boca Raton, Florida. He started this role on January 1, 2023, and is responsible for maintaining relationships with both Domestic and International Financial Advisors and Private Wealth Advisors in the region.
Title
Josh Sylvester holds the title of Senior Vice President at Brookfield Asset Management. His role involves partnering with financial advisors to provide institutional-caliber alternative solutions and insights to individual investors.
Education and Expertise
Josh Sylvester earned a Bachelor of Science (B.S.) in Management Information Systems, General from California State University, Chico. He further advanced his expertise by achieving the Certified Investment Management Analyst (CIMA) designation from The Wharton School. Additionally, he holds the Chartered Financial Consultant (CHFC®) designation.
Professional Background
Josh Sylvester has a diverse professional background in the finance sector. Before his current role, he worked at Allianz Global Investors, where he held multiple positions including Director (2018-2022) and Vice President (2015-2017) in the Miami/Fort Lauderdale Area. Prior to that, he was Regional Vice President at Voya Investment Management (2013-2014), Co-Owner at Legacy by Design, LLC (2006-2013), Wealth Preservation Planning Consultant at UBS Wealth Management (2003-2006), and Sales Representative at Wells Fargo (2000-2002).
Achievements
Throughout his career, Josh Sylvester has been responsible for fostering and maintaining key relationships with financial advisors and private wealth advisors. His work focuses on bringing institutional-caliber alternative solutions and insights to individual investors, particularly within Florida. His career progression through various significant roles at multiple high-profile organizations highlights his expertise and dedication to the financial sector.