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Joshua Helfand

Client Relationship Analyst

 

About Joshua Helfand

Joshua recently accepted a position as Client Relationship Analyst for John G. McCarthy III. Prior to joining the McCarthy Team, he worked as an intern here at Heritage for Nasser Ali and Eric Wyss as he finished his college studies at Towson University. There he earned a B.S. in Business Administration with a concentration in Financial Planning.

Joshua recently moved to Baltimore and in his free time enjoys playing and watching sports, exploring the city, and spending time with friends and family.

 

Education
 

  • B.S. in Business Administration – Financial Planning and Services

 

CRN-5903118-082323

 

307 International Circle, Suite 390 Hunt Valley, MD 21030