Joshua McCabe Client Service & Planning Support Specialist, Executive & Equity Compensation Specialist

Joshua McCabe brings over a decade of experience in financial services, client relationship management, and equity compensation to Greystone Wealth Advisors. With a background spanning major investment firms and leading technology companies, Joshua specializes in helping executives and high-net-worth individuals navigate the complexities of stock options, restricted stock units, employee stock purchase plans, and other equity-based wealth strategies.

Known for his attention to detail and ability to simplify complex topics, Joshua helps to ensure every client feels informed, confident, and supported in their financial decisions. His equity compensation experience allows him to provide unique value to clients with concentrated stock positions or employer-based equity awards.

Joshua holds the Equity Compensation Associate (ECA) designation and is working toward the Certified Equity Professional (CEP). Outside of work, Joshua enjoys spending time with his family.