Josh Flade, CFA
Investment Research & Strategy
As the chief investment officer at Park City Wealth Advisors, Josh Flade shapes portfolio structures, evaluates manager performance, and conducts market analysis and forecasting. Josh began his career at Goldman Sachs, spending four and a half years as an associate in the Credit Research Group. There, he covered central counterparties, financial institutions, and the oil and gas industries across Central and Eastern Europe, the Middle East, and Africa. He then joined Ensign Peak Advisors, where he specialized in fixed income for two and a half years, focusing on financial institutions, real estate investment trusts, and healthcare industries. He also holds a Series 65 license.
At Park City Wealth Advisors, Josh’s practice is distinguished by its client-centered approach and dedication to finding tailored solutions for each client’s needs. He emphasizes thoughtful asset allocation and outcome-oriented investment strategies to improve the likelihood of client success. Josh’s passion for finance and investing, which began during his college years at Brigham Young University, fuels his commitment to helping clients achieve financial freedom.
“I enjoy seeing clients find financial freedom, allowing them the flexibility to pursue happiness”
He believes that providing comprehensive financial solutions is key to helping clients pursue long-term financial goals.
Outside of his professional work, Josh is committed to his community. He is the past president of the Salt Lake Chapter of the BYU Management Society and the CFA Society Salt Lake. He currently volunteers as the chair of programming for the CFA Society Salt Lake and is actively involved as a youth church leader. Josh considers community involvement an essential aspect of personal and professional success and believes giving back is a fundamental responsibility.
Originally from Hailey, Idaho, Josh now lives in Draper, Utah, with his wife, two sons, and daughter. In his spare time, he enjoys reading, camping, hiking, and exploring national and state parks.
Meet Park City Wealth
Our team is the heartbeat of our firm, upholding our philosophies & ensuring that each of our clients are treated to the highest standards of service. We know our clients aim is to reach financial independence; we guide them with the right direction & proper tools so they can reach that independence.
”Don’t be pushed by your problems, be led by your dreams.”
Morgan LemaitreOwner & Founder
Morgan Lemaitre, CFP®
Founder, CEO
Morgan Lemaitre, CFP®, founder and owner of Park City Wealth Advisors, boasts over a decade in the financial services industry, however her background goes beyond that. From competitively figure skating on behalf of Team USA to cooking for the King of Thailand on his 80th birthday, Morgan understands life is about absorbing as much knowledge and as many experiences as possible. She brings that same perspective to Park City Wealth Advisors, where she says, “I want my clients to look at each open door as an opportunity to take the next step and see what the other side has to offer.” Click below to learn more about Morgan and Park City Wealth Advisors.
Meet Our Team
Unlock Your Financial Potential
At Park City Wealth Advisors, we center our client relationships around education and transparency. Through meaningful dialogues between you and our exclusive team of financial professionals, we strive to cultivate the success you have achieved, not only for your own life but for the benefit of generations to come. See some of our resources to begin your journey towards an elevated life.
1389 Center Drive, Suite 200 • Park City, UT 84098
Call or Text: 435.500.5979 • grow@parkcitywealthadvisors.com
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Park City Wealth Advisors, based out of Park City, Utah, services clients worldwide. We would love to give you a complimentary second opinion on your financial picture and investments. Come see our team at work firsthand! Contact us below:
