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Josiah Robison

CCO | CTO
Financial Advisor

Ann Arbor, MI

Bio Highlights:

  • Wharton School of Business Grad

  • Investment Committee Member

  • Rise CCO & CTO

Things I Enjoy:

  • Podcast + Books

  • Playing Guitar

  • Working Out

  • Date Nights with my Wife, Yanna

About Josiah

Josiah supports Rise Financial Partners with strategic technology and compliance initiatives. His day-to-day responsibilities include assisting with financial planning analysis, investment research, creating processes, and maximizing organizational efficiencies.

 

Josiah graduated with a Bachelor of Science in Economics with a concentration in Finance from the Wharton School at the University of Pennsylvania. He has passed FINRA’s Series 65 and is currently pursuing a CERTIFIED FINANCIAL PLANNER™ designation.

 
 

Licenses | Designations

Series 66 | *Currently Enrolled in the CFP® certificate program

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