Shownotes
Josh Ziegelbaum 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 Lifeafar 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 for high-net worth individuals and 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 around building deep relationships with his clients and for consistently acting in their best interests.
We chat about:
- Alternative investments outside the U.S.
- Farmland as an alternative investment
- Why alternative investments are becoming more popular with investors
- The importance of producing a positive environmental and social impact
- The Green Coffee Company, a Legacy Group portfolio company and Top 3 producer of coffee in all of Colombia, and its additional portfolio investments
Connect with Josh at https://legacy-group.co/
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"You can invest 10,000 hours and become an expert or learn from those who have already made that investment." - Jack
