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Joshua E
Series 65
Austin, TX
SecretX Assets
Joshua Epstein is a Series 65 licensed financial advisor with SecretX Assets in Austin, TX, with two years of industry experience. His prior work includes roles at Luxesmith LLC, IKIN, Inc., and Numero 28, where he also works as a bartender. Epstein is involved in several entrepreneurial ventures, including serving as CFO and owner of a private transportation service and founding a marketing company. SecretX Assets is a single-management investment adviser that provides discretionary portfolio management and advisory services primarily to individuals and high-net-worth clients. The firm employs a multi-strategy investment approach, including fundamental, quantitative, technical, and cyclical analysis, and uses a range of instruments such as equities, ETFs, options, and private placements.
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