Josh has over two decades of experience guiding companies such as insurers and other financial services providers through the management of corporate governance matters, the complexities of regulatory compliance, and corporate transactions.
Josh relies on a career built on business and transactional experience to provide clients with practical, purposeful legal counsel that touches on all facets of their operations. He routinely serves clients as their primary outside counsel and leads large, multidisciplinary teams in a broad range of corporate and transactional projects to achieve client objectives. Among other things, clients have described him a trusted adviser, methodical thinker, and problem solver.
Josh brings a unique perspective to private practice, having served as both the U.S. general counsel for a top North American insurance and financial services organization, as well as holding multiple operations and marketing leadership roles at financial services industry providers. He uses this extensive background to counsel corporate clients across an array of legal, compliance, operations, and marketing challenges, including matters such as insurance regulatory issues, reinsurance and risk management, distributor contracting and oversight, and general executive management support.
Josh also enjoys guiding clients in the transactional setting at all stages of M&A. He has provided advice in connection with well over $1 billion in transactions and with his multi-faceted legal and operational experience, is capable of leading teams that can assess post-transaction challenges and develop effective and efficient integration plans.