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Investment Insights
Money Experts

A Podcast by 2 Money Experts on the Rise

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Joshua Barone

Joshua Barone has been the Managing Member of Universal Value Advisors (UVA) since its inception in 2005. In that capacity, he is responsible for the company’s day to day operations and is a major contributor to the company’s strategic vision. Prior to forming UVA, along with Robert Barone, he co-founded Adagio Trust Company in 2000. After building the assets of that institution, both he and Robert sold their interests in Adagio in 2005 and subsequently founded UVA. Prior positions include: M&A analyst in the community bank space; insurance sales both in property and casualty, and life and health.

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Robert Barone

Robert Barone, along with Joshua Barone, founded Universal value Advisors (UVA) in 2005. He is currently the firm’s economist as well as a wealth and portfolio manager. Mr. Barone holds a Ph.D. in economics (Georgetown University) and is nationally known for his blogs which are posted  on Forbes. He is often quoted in the financial press. In his career, he has been a Professor of Finance (University of Nevada), a community bank CEO (Comstock Bancorp), a Director of the Federal Home Loan Bank of San Francisco (Chair in ’04),  a Director of CSAA Insurance Company, and a Director of AAA Northern California  (Chair of both those AAA entities in  ’07-’09).  Mr. Barone currently is a Director of Allied Mineral Products, a worldwide manufacturer and distributor of refractory products.


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