Joshua Goldman, Ph.D., CFA

Director & Senior Wealth Advisor

Designations and Licenses

Joshua holds the Chartered Financial Analyst® designation.

Experience and Education

Joshua provides directional leadership to one of the Mariner Wealth Advisors’ Boston, Massachusetts offices.

Prior to joining Mariner Wealth Advisors, he was a partner and the director of research at Taylor Wealth Management Partners. His core responsibilities included researching and advising on potential investments, portfolio management, financial planning and marketing. Prior to that, Joshua was lead sell-side equity analyst at Davy in Ireland where he covered airlines, logistics and support service companies.

Joshua holds a bachelor’s degree in biochemistry with first class honors from McGill University, a master’s degree in biochemistry from the Albert Einstein College of Medicine and a Ph.D. in biochemistry from the Albert Einstein College of Medicine. He is a member of the CFA Society of Boston.

Personal Interests

Joshua enjoys running and competing in half marathons. He like to be outdoors and travel, has two daughters and has climbed Mt. Kilimanjaro.

Joshua’s Office

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