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Meet the Team

Behind Quoinage Capital

Josh Clifford, CFA, CPA, CFP® Photo

Josh Clifford, CFA, CPA, CFP®


As the founder of Quoinage Capital, LLC, my primary role is to develop investment and financial planning strategies for clients by leveraging my education, knowledge and experience.

After receiving my Master’s Degree in Accounting, I worked at Ernst & Young, advising on stock option plans and developing databases to calculate taxes. Following Ernst & Young, I worked at Dimensional Fund Advisors where I managed billions of dollars on the trading floor across mutual funds and tax-managed accounts for ultra-high-net-worth individuals. Then, I worked in institutional services, researching industry trends and competitor strategies to help salespeople position products within the marketplace. Since 2017, I have enjoyed advising individuals and non-profits with their finances and investments.

Educational Background

The University of Texas at Austin, Red McCombs School of Business

  • Master of Professional Accounting

University of Michigan - Ann Arbor

  • Bachelor of Arts in Economics

Credentials & Designations

  • Chartered Financial Analyst (CFA®) charterholder
  • Certified Public Accountant in Texas (not a CPA firm)

Alex Johnson Photo

Alex Johnson

Quoinage is excited to welcome Alex Johnson (Josh’s cousin) as a wealth management intern this summer. She is an accounting student at the University of Southern California, has experience preparing tax returns, and is excited to learn about tax and investment planning at a wealth management firm.

University of Southern California, Leventhal School of Accounting, December 2025

  • Bachelor of Science, Accounting – STEM Designated GPA: 3.59
  • Honors: Dean’s List for Spring 2022, Fall 2022, and Spring 2023

USC Volunteer Income Tax Assistance (VITA), January 2023 - Present

  • Placed in the top 5 for VITA volunteers and won the “Laser-Focused” award at the end of the tax season

Anglo-American University, Study Abroad

  • Prague, Czech Republic August 2021 – December 2021

Dedicated to Providing the Highest Level 

Of Personalized Financial Advice

Schedule Time To Meet