Client Service Analyst
Joshua Goldstein is a Client Service Analyst at Lake Street Advisors, serving as a primary point of contact with custodian banks on behalf of the firm’s clients. He handles a variety of client service activities, including asset movements, new account openings, and account maintenance.
Josh holds an MBA from the Boston College Carroll School of Management, as well as a bachelor’s degree in Business/Finance with a minor in Information Systems from Curry College. Prior to joining Lake Street, he worked at SS&C Technologies, where he handled inquiries from plan sponsors and supported retirement plan account administration. He also has previous experience in a client service role at another wealth management firm.
Based in the Boston area, Josh enjoys staying active through gym workouts, traveling, exploring the city’s vibrant restaurant scene, and cheering on local sports teams. He also values spending time with family, friends, and his two dogs.
