About me
Josh is a family business advisor, helping multi-generational families and their leaders
navigate the complexities of family enterprise ownership. Josh is accredited as both a
Hogan and Gallup Strengths coach. His background as an investor, advisor, corporate
director, and third-generation family business owner gives him a range of perspectives
to draw from when advising clients. Josh focuses his time on helping family owners
transition ownership and leadership from one generation to the next, coaching family
members and senior leaders, building boards of directors, and supporting operating
strategies across family organizations. Josh sits on the board of directors at his family’s
company, Sargento Foods Inc., as well as a $700 million ESOP auto dealership group. Josh runs family executive round table groups for middle-market and large-cap family-
run companies, and he is currently a part-time instructor with the UNC Kenan-Flagler Business School Family Enterprise Center.
Prior to starting Bench, Josh served as a Manager at Deloitte Consulting where he
focused on mergers & acquisitions as well as supporting the design of Deloitte
Consulting’s global talent operations.
Josh earned his undergraduate degree in Finance from the University of Notre Dame
and his MBA from the University of North Carolina, Chapel Hill. Josh returned to Notre
Dame following his MBA to study philosophy and theology in the seminary with the
intent of becoming a Catholic priest. Josh and his wife, Meredith have two young
children, Henry and Juliette, and live in Charlottesville, VA.
