Joshua Gates Parker, CPWA®, CPFA™
Joshua Parker joined Rockefeller Capital Management in July 2022 as the Managing Director, Private Advisor and Senior Portfolio Manager. Josh leads strategy and growth for Parker, Kvasnak & Associates. *He has been an advisor to clients for more than two decades with 8 years at Morgan Stanley and 14 years at Merrill Lynch. Josh has been named to Forbes “Best-In-State Wealth Advisors” list, from 2019-2022 and 2024 and was recently named to Barron’s “Top 1200 Financial Advisors” list, in March 2021.
He has advanced financial education including designations as a Certified Private Wealth Advisor® and Certified Plan Fiduciary Advisor™. Josh grew up learning about investing from his grandfather and truly appreciates the personal relationships he develops with his clients while having a positive and meaningful impact in their lives.
Beyond the technical skills required to be in the Wealth Management Business, Josh is a student of behavioral finance and helps clients optimize their financial strategies and avoid making mistakes.
Josh graduated from The University of Miami in 1996, after graduating from Deerfield Academy in 1992.
Josh is also a wine scholar, having earned the Level 3 award from the WSET® out of London and the Vermont Wine School. He currently sits on the board of the Boys and Girls Club of Burlington and was formerly on the board of the Vermont Folklife Center in Middlebury. He enjoys cooking, golfing, mountain biking and snowboarding. He resides in Richmond, VT with his wife, Iveta.
*The Forbes “Best in State Wealth Advisors” rankings discussed above were designated in 2019, 2020, 2021, 2022, and 2024 and last for a period of one year until new rankings are released. Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.
The Barron’s “Top 1200 Financial Advisors” rankings discussed above were designated in March 2021 and last for a period of one year until new rankings are released. The general methodology criteria for Barron’s includes the following: Each advisor—selected by Barron’s—is required to respond to a survey about their practice which Barron’s verifies and applies a proprietary rankings formula along with sub calculations to generate each designation. The formula features three major categories of calculations: assets, revenue, quality of practice. No compensation has been provided in connection with obtaining or using this award.