Matter Team
Josh Goldin
Josh conducts private investment due diligence and implements diversified portfolio solutions for Matter client families. He specializes in utilizing non-public market investments to create durable portfolios.
Prior to joining IWP in 2023, Josh ran an independent RIA with a team of former Wall Street client advisors. The group primarily ran risk-managed equity portfolios, and Josh was responsible for managing a $100M sleeve of value stocks in conjunction with leading municipal bond trading efforts. Josh began his financial career at Raymond James.
Josh graduated from the University of Colorado Boulder, Leeds School of Business with a BS in business and an emphasis in finance. He also holds Series 7 and 65 licenses. A CU quarterback for four years, he later played professionally in Germany and remains involved in the sport, coaching youth teams and cheering for his beloved Buffs whenever he can. He also stokes his love of athletics and competition by playing golf, hockey, and basketball, and he cherishes time with his wife and their Great Pyrenees mix, Maverick.