Dec. 24, 2022

From Private Equity to Coffee Farms In Columbia with Josh Ziegelbaum

From Private Equity to Coffee Farms In Columbia with Josh Ziegelbaum

Have you ever heard of alternative investments? It's a buzzword that most beginner investors rarely hear thrown around but you, yes you, may already be invested in some.

In today's episode, I brought on a very special guest. Say hello to Josh Ziegelbaum, investor relations manager and real estate investor. In this episode, you'll learn the basics of alternative Investing and different ways to diversify your money.

In This Interview We Cover

  • Basics of analyzing an investment
  • Narrowing down international markets to invest in
  • What is an ESG company
  • The importance of helping the community in the areas you work
  • And so much more!


Links From The Show


More About Josh Ziegelbaum

Josh is responsible for managing investor communications, onboarding, individual and commercial clients, as well as overall support of company initiatives. The dynamic work experience Josh has gained throughout his career gives him a unique perspective on both sales and operations. 

Prior to joining Legacy Group, Josh worked as Vice President of Business Development for Lifeafar Capital, a boutique private equity and asset management firm where he led his team’s capital raising efforts. Before that, he was a Private Banker for Wells Fargo with a focus on complex credit needs and investments in public securities. During his time at Wells Fargo, Josh climbed through the ranks and received multiple internal recognitions and awards for his efforts. He most recently managed a book of business for high-net worth individuals and business owners in Miami Beach. Josh is originally from New Jersey where he studied economics at Rutgers University, and received a Series 7 license in 2017. He is known for his passion around building deep relationships with his clients and for consistently acting in their best interests.

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