Forbes Best in State Award
Joshua Scheinker has been named to the Forbes 2023 Best-In-State Wealth Advisors list. “Congratulations to Josh for receiving this prestigious recognition, which is a testament to his commitment to offer the highest standard of success in financial relationships. Josh represents the best of our industry,” said Jerry Lombard, Executive Vice President; President of Private Client Group.
The Forbes Best-in-State Wealth Advisors rankings was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
About Joshua Scheinker
Joshua Scheinker serves as Executive Vice President/Wealth Management and focuses on a family office approach with his high net worth clients. He specializes in creating retirement plans and designing investment strategies using options, ETFs, mutual funds and other alternative investments.
Joshua is a graduate of Emory University’s Roberto C. Goizueta Business School and like his father, has earned recognition and awards through a number of investment firms. Josh was a member of Smith Barney’s exclusive President’s Council and was certified a Wealth Management Specialist at Legg Mason. Josh has also been quoted in Bloomberg Businessweek, Forbes, and the Baltimore Business Journal. More recently, he was also featured in two stories in the Wall Street Journal about wealth creation and marketing strategies.
Josh was selected as one of the Best-In-State Wealth Advisors by Forbes & SHOOK Research for seven years running. Most recently, Josh and Scheinker Legacy Wealth Advisors were recognized by Forbes & SHOOK as a 2023 Best-In-State Wealth Management Team. Josh currently serves a member of the Board of Trustees of the St. Paul’s Schools. Most recently, he became a Board Member of CraniUS, LLC, a med tech company pursuing FDA approval and commercialization of a proprietary drug device that will benefit millions of Americans. He also serves on the Cal Ripken Sr. Foundation Annual College Season Tip-Off Committee.
Previously, he served as President of the Alumni Board of St. Paul’s School for Boys and has led their 800 attendee Brooklandwood Bash. He is a former Board Member of the Crohn’s & Colitis Foundation of America - Maryland Chapter and has chaired their Spotlight Gala. He was also the Revenue Chair of the 2015 Green Valley North Turkey Trot. Josh formerly served on the Investment Committee of Jemicy School and Miles That Matter | Ulman Cancer Center. Josh lives in Lutherville with his twins and two golden retrievers.
