Joshua B. Angell CFA, ASA, CPA/ABV
Josh Angell is the head of investments and compliance of Poinciana Advisors Group, and is responsible for formulating investing strategies, constructing portfolios, managing client risks, and serving as lead financial advisor for our high-net and ultra-high-net worth clients. Josh joined Poinciana Advisors Group in 2009, and became a managing member in 2018.
Josh graduated Summa Cum Laude (Valedictorian) from Florida State University with a B.S in Accounting and Finance. He also holds the Chartered Financial Analyst (CFA) designation from CFA Institute, which he obtained on his first-attempt. The CFA program is a rigorous institutional training curriculum covering many areas of investment management, which Josh has incorporated into the asset management process for our clients. In addition to holding the CFA Charter, Josh is a Certified Public Accountant (CPA) and Accredited in Business Valuation (ABV) by the American Institute of Certified Public Accountants (AICPA). He is also an Accredited Senior Appraiser with a Business Valuation Specialty from the American Society of Appraisers.
In addition to his roles with Poinciana Advisors, Josh serves as the Senior Managing Director of the Valuation Advisory Services practice of Ellrich, Neal, Smith, & Stohlman, P.A., our accounting affiliate, where he specializes in valuing closely held companies and advising high net worth clients on complex accounting and valuation related matters. Josh is also the founder and Chief Investment Officer of TBG Capital Partners, LP, a value-oriented and event-driven investment partnership, specializing in undervalued and special situations investments on a global basis. TBG Capital Management, LLC was named the most consistent event-driven hedge fund (3 years), and the most innovative in undervalued security investing in 2018 by Acquisition International. It was also named the Best Event Driven Fund by Wealth & Finance Magazine in 2018. Josh is also the co-author of the VPS Discounts for Lack of Marketability Guide and Toolkit, an industry treatise on illiquidity and illiquidity discounts.
Josh resides in Palm Beach Gardens, Florida where he enjoys playing guitar, reading, and spending time with his family. He has a passion for helping people achieve their long-term financial goals and educating them on the intricacies of the financial markets.