Josh Pace
Profile
Joshua Pace formerly worked at Trust Co. of America, Inc., as Chief Executive Officer from 2012 to 2015, Apella Capital LLC, as Chief Executive Officer from 2019 to 2022, Fusion MPHC Group, Inc. (Delaware), as Vice President-Financial Planning & Analysis, Forest Investments, Inc., as Chief Financial Officer, Webroot LLC, as Chief Financial Officer, Deloitte & Touche LLP, as Principal, and US West Communications, Inc., as Principal.
Mr. Pace received his Masters Business Admin degree from The University of Colorado and undergraduate degree from The University of North Carolina at Charlotte.
Former positions of Josh Pace
| Companies | Position | End |
|---|---|---|
Apella Capital LLC
 Apella Capital LLC Investment ManagersFinance Apella Capital LLC (Apella) is an independent, employee-owned registered investment advisor headquartered in Glastonbury, Connecticut. The firm was founded in 2013 by two financial advisors, Patrick Sweeny and David Connelly. Apella provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities, pension plans, endowments, 401k, 403b and similar account structures, among other types of clients. | Chief Executive Officer | 2022-08-31 |
Forest Investments, Inc.
 Forest Investments, Inc. Packaged SoftwareTechnology Services Forest Investments, Inc. is a holding company, which engages in the investment and acquisition of businesses, securities and assets that has significant long-term value creation. It operates through the following segments: Durable Medical Equipment, Investment Management, Real Estate, and General Corporate. The company was founded on December 16, 1994 and is headquartered in Waltham, MA. | Director of Finance/CFO | 2005-09-29 |
Trust Co. of America, Inc.
 Trust Co. of America, Inc. Packaged SoftwareTechnology Services Trust Co. of America, Inc. provides asset custodian proprietary software products. It offers application custody platform including portfolio management, trading, modeling, rebalancing, fee management, and reporting. The company was founded by Stephen A. Finn in 1972 and is headquartered in Centennial, CO. | Chief Executive Officer | - |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
| US West Communications, Inc. | Corporate Officer/Principal | - |
Training of Josh Pace
| The University of Colorado | Masters Business Admin |
| The University of North Carolina at Charlotte | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 7 |
|---|---|
Forest Investments, Inc.
Forest Investments, Inc. Packaged SoftwareTechnology Services Forest Investments, Inc. is a holding company, which engages in the investment and acquisition of businesses, securities and assets that has significant long-term value creation. It operates through the following segments: Durable Medical Equipment, Investment Management, Real Estate, and General Corporate. The company was founded on December 16, 1994 and is headquartered in Waltham, MA. | Technology Services |
Webroot LLC
 Webroot LLC Packaged SoftwareTechnology Services Webroot, Inc. provides internet security software solutions. Its product include Endpoint Security, Secure Web Gateway, IP Rep for NGFW, IP Rep for SIEM, IoT Toolkit, web classification, web reputation, IP reputation, real-time anti-phishing, file reputation, tools and support. The company was founded by Steven Thomas and Kristen Talley in 1997 and is headquartered in Broomfield, CO. | Technology Services |
Fusion MPHC Group, Inc. (Delaware)
 Fusion MPHC Group, Inc. (Delaware) Specialty TelecommunicationsCommunications Fusion MPHC Group, Inc. provides integrated voice and data communication services. It offers broadband Internet access service for small and mid-sized businesses; business phone and Internet services; VPN and security services; email and web hosting services; and enterprise solutions. The firm also provides voice over IP, wireless and voice services on a managed national broadband network, wholesale and carrier services. The company is headquartered in DE. | Communications |
| US West Communications, Inc. | Communications |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Commercial Services |
Trust Co. of America, Inc.
Trust Co. of America, Inc. Packaged SoftwareTechnology Services Trust Co. of America, Inc. provides asset custodian proprietary software products. It offers application custody platform including portfolio management, trading, modeling, rebalancing, fee management, and reporting. The company was founded by Stephen A. Finn in 1972 and is headquartered in Centennial, CO. | Technology Services |
Apella Capital LLC
Apella Capital LLC Investment ManagersFinance Apella Capital LLC (Apella) is an independent, employee-owned registered investment advisor headquartered in Glastonbury, Connecticut. The firm was founded in 2013 by two financial advisors, Patrick Sweeny and David Connelly. Apella provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities, pension plans, endowments, 401k, 403b and similar account structures, among other types of clients. | Finance |
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