Josh Schwartz is the Co-Founder and Managing Partner of East Wind Advisors, a leading investment bank focused on advising companies in education, media, and technology. His path, from starting his career as a lawyer at Skadden to transitioning to Investment Banking at Bear Stearns to founding his own firm, reflects a career built on bold pivots, thoughtful risk-taking, and a deep sense of purpose. Alongside his professional ascent, Josh became a baal teshuvah, weaving Jewish values into every step of his journey.

In this episode, Josh unpacks how he navigated career reinvention, built a differentiated advisory firm, and found deeper purpose along the way. He shares lessons on trust, leadership, and staying grounded in values, even in high-pressure environments. Whether you're exploring a career in finance or thinking more broadly about meaning and ambition, Josh’s story offers clarity, depth, and inspiration.

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