Josh Jakubovitz, BS, MBA

Operations Manager

Josh graduated from The University of Oklahoma with a Bachelor of Science degree in Economics and a Bachelor of Arts degree in Chinese Language and Culture. He graduated with a Master’s Degree in Business Administration from the University of Tulsa in May, 2022. He is studying to become a CFP®.

During his enrollment at OU, Josh developed a passion for exploring and learning about global cultures which lead to his acceptance of a full scholarship to live and study in Beijing, China for a year following completion of his undergraduate studies. While in China, he worked with young children and helped develop their English capabilities as well as further his mastery of Mandarin.

Prior to joining Warburton Capital, Josh worked with a Fortune 100 company focused on payroll services for some of the country’s largest corporations. He also worked in the aerospace and higher education industries where he led numerous international training initiatives for young aspiring pilots.

Josh is a strong advocate of lifelong learning and volunteers not only with the Mizel Jewish Community Day School where he helps coordinate fundraising and local events, but he also works with Zarrow Pointe and their residents to help connect them with distant family by assisting with new technology. When he is not volunteering, Josh can be found hunched over a chess board with friends or outside playing disc golf with his family.

Serving as Operations Manager with Warburton Capital, Josh is on our front-line of client contact. He responds to client requests, develops/implements solutions to improve operational efficiencies and assists in onboarding new clients. He is deeply involved in the firm’s Outsourced Family Office services, leading client Concierge Bill Pay Operations. Additionally, he chairs Warburton Capital’s Charitable Committee and oversees charitable gifts from the firm to worthy causes in the community.

Josh currently resides in Tulsa with his beautiful Wife and their Yorkie.

Print Friendly, PDF & Email