Joshua Forman
Leads the financial services practice and firm operations; an active equity and options trader.
Who Is Joshua Forman?
Joshua Forman is Vice President of Operations at Excelon Associates and an Asheville, NC based financial services and blockchain recruiter, as well as an active licensed equity and options trader.
Joshua oversees Excelon's financial services division and helps drive the firm's overall recruitment and talent pipeline strategy. Because he is an active licensed equity and options trader with deep blockchain and digital asset knowledge, clients and candidates in finance work with a recruiter who genuinely understands the markets they operate in.
He helps blockchain companies, government organizations, and private equity and venture capital funds find and secure leadership talent, with full-cycle recruitment tailored to each client.
Joshua's Background and Experience
Based in Asheville, NC, Joshua oversees Excelon's financial services division and helps drive the firm's overall recruitment and talent pipeline strategy. An active licensed equity and options trader with deep blockchain and digital asset knowledge, he helps blockchain companies, government organizations, and private equity and venture capital funds find and secure leadership talent, with full-cycle recruitment tailored to each client.
He has been with the firm since 2016. When he is not recruiting or trading, you can usually find him running trails, hiking, stacking sats, or off-roading in his Jeep.
Begins building the modern firm
Joshua joins Excelon Associates and takes on the operational infrastructure behind the firm's searches.
Builds the finance and digital asset desk
As an active licensed equity and options trader with deep blockchain knowledge, he develops the practice serving financial firms, web3 companies, and PE and VC funds.
Division, operations, and pipeline strategy
He leads the financial services division while overseeing firm operations and talent pipeline strategy across all four markets.
What Does Joshua Forman Recruit For?
Joshua leads Excelon's financial services practice, recruiting for financial services firms, blockchain and digital asset companies, private equity and venture capital funds, and government organizations. He also manages the firm's operations and talent pipeline strategy.
Financial Services and Digital Assets
Executive and specialist search for traditional finance and web3, run by an active market participant. The client types Joshua serves most:
Explore the markets Joshua supports across the Excelon Associates service markets, or see the full leadership team on the Meet the Team page.
How Does Joshua Run a Search?
Retained first, exclusive by design
Joshua's engagements run on the firm's retained model: one client, full attention, and a commitment to the outcome. Read how it compares in retained vs. contingent search.
A vetted slate in three to five weeks
Searches follow the firm's structured process from position profiling to offer, typically presenting a candidate slate in three to five weeks. See the step-by-step search process.
Every search marketed publicly
Each engagement is promoted on LinkedIn and indexed on Google at no added cost. Browse the live record in recent campaigns.
Frequently Asked Questions
Meet the Rest of the Team
Work With Joshua and the Excelon Team
Whether you are hiring a senior leader or exploring your next opportunity, the Excelon Associates team is ready to help. Headquartered in Asheville, NC. Serving clients nationally and internationally since 2007.
Prefer to talk? Call +1 (828) 417-7094