Josh Kapcin

Financial Planning Intern

Meet Josh

Josh Kapcin is a Financial Planning Intern based in Pittsburgh, Pennsylvania.

Josh is a student at La Roche University studying Finance and Management. At La Roche, he is involved in various organizations such as the Business Impact Group and is member of their men’s golf team.  

Josh will help with special projects, geared to provide us with support while being introduced to the different areas of Financial Planning. He will assist in recordkeeping and retention, inorganic growth, and other special opportunities. He is observing areas around to understand an individual’s specific goals and objectives, investment process, proactive planning, and interpersonal interactions.  

Josh grew up in Penn Trafford, which is a suburb of Irwin, Pennsylvania.  He enjoys learning to play guitar, spending time with friends and family, as well as golfing, and playing basketball in the summers.  

 

Carson Wealth

1 Bigelow Square 20th Floor
Pittsburgh, PA 15219
(412) 904-2017