Joshua Koeck
Portfolio Manager and Wealth Advisor
Education
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University of Wisconsin-Madison
Bachelor of Science
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University of Wisconsin-Madison
Masters of Business Administration (MBA)
Joshua Koeck is a Portfolio Manager and Wealth Advisor at Resonant Capital Advisors. He has over 10 years of family office services and portfolio management experience with ultra-high-net-worth individuals. Joshua works with both our investment and planning/advisory teams to help with investment research, portfolio management/reporting, and client advisory services.
Prior to joining Resonant, Josh spent nearly 10 years with a multi-generational family office in the Chicago area. He was promoted from Analyst to Chief Operating Officer and Director of Investments, where he served on the investment committee and was responsible for the build-out of their family office service platform.
He holds both undergraduate and graduate degrees from UW-Madison with a specialization in the Applied Security Analysis Program. A Sauk City native, Josh now lives in Hartland, WI with his wife Anna and son, Maksim (“Maks”). Joshua and his wife are involved in their community both personally and through his wife’s eye care practice.
- If you have a completely open schedule on a weekend, what do you most enjoy doing?
Get brunch with my family, spend some time outside, and then watch some cartoons with my son and/or play games (sport, card, or board).
- What profession did you want to have when you were young?
Adventurer, or maybe anthropologist. I was big into Indiana Jones as a kid!
- What song would you sing at Karaoke night?
Sweet Caroline. Not much of a singer, but like many hearing the song takes me back to undergrad and grad school at UW-Madison!
- What is your favorite movie of all-time?
Ghostbusters
- What three items would you take on a deserted island?
Helicopter (fully-fueled), helicopter pilot, and a book to read on my way home to see my family :)
- Who are the three people that have influenced you the most?
My father, my mother, and my wife. Family is important to me, and I've been fortunate to be surrounded by strong, smart role models that have pushed me to be a better person.
- What advice would you give your younger self?
Don't be reluctant to ask for help. I believe it can be difficult for someone who takes pride in being independent to ask for help. But, I'd tell my younger self that since you get joy out of helping people, just assume that people you ask for help will feel the same way.
- What is your favorite book about investing? Favorite investment-related quote?
Fooled By Randomness by Nassim Taleb. "Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn't, pays it." - Albert Einstein