Josh Berger

Senior Portfolio Associate

Scottsdale, AZ
Josh Berger

Josh is a Senior Portfolio Associate with The Colony Group committed to providing top-notch service to his clients.  Josh attended Arizona State University, where he developed a passion for finance and wealth management. 

After graduating magna cum laude with a degree in Finance in 2021, Josh began his career at Henry+Horne Wealth Management as a Financial Advisor and later transitioned to InterOcean Capital. While at Henry+Horne Wealth Management and InterOcean Capital, Josh honed his skills and expertise in portfolio analysis, trading, and client relations. 

When he’s not studying for his CFA, Josh has a passion for aviation, enjoys traveling (having visited over 20 countries), and loves playing pickleball.