Get to Know Josh

Joshua P. Itzoe, CFP®, AIF®

Partner & Managing Director, Institutional Client Group

Hometown

Baltimore, MD

Alma Mater

Calvert Hall College and Wake Forest University

Interests
  • Time with family
  • History
  • Reading
  • Golf
  • Trail Running
Favorite Greenspring Core Value

Love Your Neighbor

Experience & Expertise

Josh is a founder of Greenspring and leads the firm’s Institutional Client Group. He specializes in developing and managing corporate retirement plans by providing independent advice on fiduciary oversight, investment due diligence, fee-benchmarking, plan design and vendor management. He is also the author of one of the retirement industry’s most well-known books on fiduciary responsibility for defined contribution plans, Fixing the 401(k): What Fiduciaries Must Know (And Do) To Help Employees Retire Successfully and has been quoted extensively in publications such as The Wall Street Journal, SmartMoney Magazine, Kiplinger’s Retirement Report, InvestmentNews, and PLANSPONSOR Magazine. Josh is a member of the firm’s Investment Committee. He also serves as a board member of River Valley Ranch and Dent Education.

Education, Awards and Recognition

  • B.A. from Wake Forest University
  • CERTIFIED FINANCIAL PLANNER™
  • Accredited Investment Fiduciary®
  • Financial Times Top 401 Retirement Advisor (2016, 2017, 2018)
  • Finalist for 2012 401(k) Advisor Leadership Award sponsored by Morningstar and ASPPA
  • Nominee for Top 100 Most Influential People in Defined Contribution survey by 401kWire

Favorite Thing About Working With Clients

“I like earning a position of influence with my clients over time so that they see enough value in the advice I give to them to take action.”

My Philosophy on Client Service

“Do what you say you are going to do and keep your promises.”

What I love About Greenspring

“The people. I have never worked with a group of people that are more committed to doing what’s best for clients and each other. I feel like we are a family at Greenspring where people connect with one another rather than compete against each other.”

Josh's Recent Posts

November 2nd 2018


Joshua P. Itzoe, CFP®, AIF®, Partner & Managing Director, Institutional Client Group
April 12th 2018


Joshua P. Itzoe, CFP®, AIF®, Partner & Managing Director, Institutional Client Group
March 28th 2018


Joshua P. Itzoe, CFP®, AIF®, Partner & Managing Director, Institutional Client Group