About Joshua
Josh Bubbs is a principal in Caldwell’s Financial Service Practice and a member of the New York office. He focuses on the placement of C-suite and senior executives across a number of functions including investment relations, marketing and sales. With over 20 years of experience in various sectors within financial services, Josh’s expert knowledge and understanding of the industry enables him to be a trusted advisor to clients and candidates alike.
Experience
Josh joined Caldwell from Bramshill Investments where he was an executive director in business development/investor relations. Previously, Josh spent nearly 10 years providing personal planning services to clients across the investment community. Josh began his career at Fred Alger Management, a boutique investment firm, where he spent his time marketing to both institutional and retail investors.
Education
Josh holds a Bachelor of Arts in economics from Union College.
Recent Feedback
“Very communicative team who kept incredibly close to the process. Religious about prep calls and de-brief calls with a real sense of care about the candidate. Felt fully in control of the process and knowledgeable about every aspect. True professionals.” – Thomas Davie, Head of Investor Relations, North America
“There were a lot of reasons, but at the top of the list was the team approach and the people themselves. Josh found me and kicked things off, but was also timely, professional, and both he and Liz knew how to best leverage my strengths. Overall, I’d say the best experience I’ve had with a recruiting team.” – Rob Cassata, Business Development Professional
