The design and implementation of our investments program largely rest on Josh’s academic background and financial asset management experience. Josh designed, created, and maintains core components of our turnkey asset management program (TAMP) that enable a differentiated product offering with respect to asset allocation, security selection, modeling, risk management, performance evaluation, and so on. Josh is a key member of the Investment Committee, co-leads the Allocation Committee, leads the Selection Committee, and leads the Central Investment Solutions Group.
Education & Certifications
- Master of Science in Finance, Washington University – St. Louis, MO
- Bachelor of Business Administration in Finance, Kansas State University
- Bachelor of Science in Economics, Kansas State University
- Accredited Investment Fiduciary Analyst (AIFA®)
- Chartered Alternative Investment Analyst (CAIA)
- Chartered Financial Analyst (CFA)
- Certificate in Investment Performance Measurement (CIPM)
- Chartered Market Technician (CMT)
- Financial Risk Manager (FRM)
