Josh Lozow grew up interested in the market and regularly reading the Wall Street Journal. After spending a year as a ski-bum his parents told him it was time to get a real job that would pay the bills! He took his passion for the market and his people skills and joined the industry in 1998.
As a wealth advisor Josh brings more than 20 years of experience to the table. Josh enjoys the client facing aspect of his role the most. Getting to know clients and creating solutions for the financial challenges they face motivates Josh and strengthens the client relationship.
Josh joined Buckingham as a wealth advisor in 2019. He will continue to work with the accounts he brought to the firm as well as develop and support existing Buckingham Strategic Wealth Clients with their financial plans. One of his strategic priorities is business development with a focus to bring new client relationships to the firm while collaborating with the Colorado Springs office and the TD Ameritrade advisor referral program.
Prior to joining Buckingham, Josh served as a wealth advisor at CAM Investor Solutions working to retain existing client relationships and drive new business. Before working at CAM Investor Solutions he served as president and chief compliance officer at Transitions Wealth Management. There Josh led a new registered investment advisor into a mature and successful wealth management firm. Josh began his career as a registered representative at Charles Schwab & Co. Inc.
Josh received bachelor’s degrees in business and psychology from the University of Colorado. He volunteers with the Global Down Syndrome Foundation, There with Care and Craig Hospital. Josh lives in Colorado with his wife of 20 years and their three daughters. In his free time he enjoys the many outdoor activities Colorado has to offer including tennis, skiing, and running.