Josh Harris

As President of M&A, Josh is responsible for setting firm-wide standards and maintaining a strong company culture centered on employee-ownership, independence, and enhancing our colleagues’ and clients’ lives.  In this role, Josh is the first point of contact to meet with and learn about prospective merger partners.  Having sat on both sides of the table as seller and buyer, Josh brings a unique perspective to the M&A process.  Josh also serves as a resource for wealth managers and their clients, integrating financial planning with investment strategy and facilitating discussions with trusted partners in areas of risk management, tax, and estate planning.

Prior to joining Coldstream, Josh co-founded Paracle Advisors in 2004 to better serve those with more moderate wealth, focusing on providing financial planning first, and allowing that planning to drive investment decisions. He believed the wealth management landscape was focused primarily on serving the investment needs of ultra-high net worth families. There was a gap in service between what those with moderate wealth were receiving and what those with massive wealth were receiving.

Josh is naturally inquisitive and enjoys helping people reach their goals. A natural communicator, he brings a practical, real-life perspective to financial conversations and makes it an enjoyable experience. Not everyone likes to talk about money, and it can be a boring topic; Josh aims to alleviate those feelings.

Our team has an honest desire to help people. When you surround yourself with people who want to make a positive difference in others’ lives, you can’t help but live life inspired.