As Principal at Heritage Holding, Josh oversees portfolio company integration and operations and works on strategic acquisitions. Prior to Heritage, Josh was Chief of Staff at Utility Cloud, where he led finance, human resources, revenue operations and strategic projects and helped lead the company to a successful exit. Josh also has experience in operational roles in the executive office of the MBTA, as a consultant to private equity clients, and as a former intern at Heritage Holding. He holds an MBA from Harvard Business School and a B.A. in History and Government from Dartmouth College.