Joshuah Tatro
Relationship Manager
Department: Relationship Manager
Experience: Wealth management since 2011
Education: Finance degree from John Carroll University
Josh joined the Modern Wealth team in October 2025. He has worked in financial services dating back to the early 2000s, and shifted his focus to wealth management and retirement planning when he was hired at Manning & Napier in 2011.
Josh chose a career in wealth management because it allows him the opportunity to work with focused, driven people across every profession. He loves helping families prepare for their retirement goals with solid planning and smart decisions.
Josh and his wife Caitlyn are parents of two boys – the ever-adventurous William and Thomas. Soccer is one of Josh’s greatest passions, and he enjoys playing, watching, and coaching. He and Caitlyn coach a youth team for Fairport Soccer Club and are long-time Arsenal FC supporters.
Josh is a proud member of his neighborhood “Lumberjacks of Mountain Rise” club, and he also supports the United Way of Greater Rochester’s mission of promoting youth opportunity and financial sustainability and stability for local families.