Meet The Team

Photo-Placeholder

Josh Farkas

CPA

Vice President, Head of Private Equity

About Josh

Josh helps high-net-worth and ultra-high-net-worth individuals and families make private equity a thoughtful, well-planned part of their broader wealth strategy. As Head of Private Equity, he partners with Sequoia Sentinel Family Office to guide clients from selecting managers to shaping a program that spans established companies, fast-growing businesses, and early-stage ventures. He brings over a decade of private markets experience, including private equity and investment banking, to every client relationship.

Attention to the details that matter most shapes Josh’s approach as he paces commitments over time and diversifies across market cycles. He also works closely with advisors, helping them feel confident discussing private equity with clients and joining those conversations himself to explain complex ideas in clear, practical terms.

Josh earned his Bachelor of Business Administration from the University of Michigan’s Ross School of Business and a Master of Science in taxation from Baruch College. He’s also a Certified Public Accountant (CPA).

Josh lives in New York City. He is a past co-chair of the Young Leaders Board of The Children’s Scholarship Fund, which empowers families by providing scholarships to children in need and supporting educational opportunities for all children.

Accreditation & Education

  • Certified Public Accountant (CPA) 
  • Master of Science, taxation, Baruch College 
  • Bachelor of Business Administration, University of Michigan – Ross School of Business 

Contact your financial planning specialist

Josh Farkas

CPA

Vice President, Head of Private Equity