Josh currently serves as Director of Investor Relations at Legacy Group and is based in Fort Lauderdale, Florida. He is responsible for managing investor communications, onboarding, individual and commercial clients, as well as overall support of company initiatives. The dynamic work experience Josh has gained throughout his career gives him a unique perspective on both sales and operations.
Prior to joining Legacy group, Josh worked as vice president of Business Development for Life Afar Capital, a boutique private equity and asset management firm where he led his team’s capital-raising efforts. Before that, he was a Private banker for Wells Fargo with a focus on complex credit needs and investments in public securities. During his time at Wells Fargo, Josh climbed through the ranks and received multiple internal recognitions and awards for his efforts. He most recently managed a book of business owners in Miami Beach, Josh is originally from New Jersey where he studied economics at Rutgers University, and received a Series 7 license in 2017. He is known for his passion for building deep relationships with his clients and for consistently acting in their best interests.
Show Comments:
1:40 – Working, playing, and visiting Florida
2:40 – Josh’s work in Colombia with Legacy Group
4:45 – Josh’s WHY
7:40 – Commodities
8:30 – Environmental impact
11:45 – Acquiring land
14:30 – Adding value to the land
15:30 – Improving the lives of the workers
17:30 – What does investing in Green Coffee Company get you?
21:15 – Benefits of investing
22:15 – Growth investment
25:10 – How it’s different
27:30 – Connecting with Josh and Legacy Group
Social Handles:
Instagram
LinkedIn
Website: legacy-group.co
josh.z@legacy-group.co
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