Portrait of Joshua Vasquez

Joshua Vasquez

Investment Operations Associate

Based in Austin, Joshua maintains investment data and supports trading, performance, cost-basis, and operational workflows that keep portfolio information accurate.

Ways to Connect

  • In-person visits
  • Video Meetings
  • Phone Meetings
Request an introduction

As an Investment Operations Associate at Mission Wealth, Joshua Vasquez is a member of the Investments Team, supports the Investment Committee, and works closely with the Chief Investment Officer.

I've consistently felt compelled to assist individuals and offer guidance within the ever-evolving realm of investments. At Mission Wealth, each day presents an opportunity to expand my knowledge, satisfy my curiosity about the why, and explore the intricacies of the industry.

—Joshua Vasquez, Investment Operations Associate

Professional Background

Joshua Vasquez has been in the financial services industry since 2013. Prior to Mission Wealth, he was a Senior Portfolio Associate at Aspiriant where he gained extensive wealth management experience, including portfolio management, trading and administrative support.

He attended Our Lady of the Lake University in San Antonio, Texas.

Personal Pursuits

Joshua’s hobbies consist of playing golf competitively and recreationally, traveling to new places, checking out the latest restaurant scene in the Austin area, and spending quality time with his daughter, Jocelyn.

Connect with us.

Have a question for Joshua Vasquez or our team? Send us a note and we’ll make sure your message reaches the right person.

Contact us

Our team.
Meet the experts in your corner.

Meet the full team

Aaron Quintero

Client Service Representative

Abby Chajon

Operations Director

Adam Broughton

CFP®, CPWA®

Partner and Senior Wealth Advisor

Adam Silva

CFP®

Wealth Advisor

Adella Frender

Wealth Advisor Associate Intern

Aimee Gibbings

Operations Manager

Alejandro Segovia

Investments and Billing Specialist, Mergers

Alex Teklu

Technology Specialist

Alexandra Freres

Director of Finance

Alexia Soto

Senior Investment Operations Associate

Alexis Melgoza

Operations Specialist

Alison Miller

CFP®

Senior Wealth Advisor

Allison Modrak

CFP®

Wealth Advisor

Amanda Avila

AWMA™, AAMS™

Wealth Advisor Associate

Analisa Martin

Wealth Advisor Associate

Andrew Conway

CFP®

Senior Wealth Advisor

Let’s align your wealth with your purpose.

Let’s align your wealth with your purpose.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
Name*
Address*

By providing a telephone number and submitting the form, you are consenting to be contacted by SMS text message and agreeing to our privacy policy and disclaimers. Message frequency may vary. Message and data rates may apply. Reply STOP to opt out of further messaging. Reply HELP for more information.

Request an introduction to a trusted financial advisor.

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Mission Wealth may be the right fit to support your life and financial goals.