Joshua Levine

Senior Vice President - Financial Advisor, Senior Consulting Group


Joshua received his Bachelor of Science degree in civil and environmental engineering from the University of California, Los Angeles. Upon graduation, he joined the leveraged finance division of Scotia Capital, Inc. where he assisted in developing sophisticated finance arrangements for corporate debt restructurings, and mergers and acquisitions. With a longing to work on sustainability-related issues, he returned to school to receive his Master’s degree in environmental science and management from the Donald Bren School of Environmental Science & Management at the University of California, Santa Barbara. Joshua now applies his passion for animal welfare and sustainability with this financial acumen to empower clients to achieve financial goals while positively impacting social change. 

In addition to his professional activities, Joshua sat on the board of directors for Urban Releaf, a youth-based organization whose goals are beautification and tree planting in low-income communities, and The Green Chamber of Commerce, a business advocacy group that helps its constituents tackle sustainability issues. 

Joshua lives in the San Francisco Bay Area and enjoys practicing mixed martial arts and spending quality time outdoors with his family.

Thach Nguyen

Senior Registered Client Associate


Thach received his B.S. in Chemical Engineering with a Minor in Economics from Rensselaer Polytechnic Institute. Upon graduation, Thach served on active duty in the U.S. Army as an Army Officer. With a longing for further professional development, Thach completed his M.E. in Environmental Engineering from Johns Hopkins University. During Thach’s military career, he had the opportunity to have served in both Iraq & Afghanistan in support of Operation Iraqi Freedom & Operation Enduring Freedom. 

With the leadership, management, operational, logistics, administrative, engineering and client relationships background, Thach plays an integral role in our team commitment to providing exceptional service and support to clients.   

Thach currently holds his Series 7, 63 and 65 licenses FINRA registrations.  

Thach lives in the San Francisco Bay Area and enjoys playing sports and spending quality time with family and friends.  In his spare time, he volunteers in sharing his military and leadership experience to his high school alumni Veterans Club.