Josh’s role is primarily concerned with investment philosophy, ideation, system design, process optimization, and product implementation. His work has to do with all facets of the investment program including asset allocation, modeling, security selection, risk management, and performance evaluation (measurement, attribution, and appraisal). He is a member of the Firm’s Investment and Asset Allocation Committees with more than 18 years of experience.
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 (AIF)
- Chartered Alternative Investment Analyst (CAIA)
- Chartered Financial Analyst (CFA)
- Certificate in Investment Performance Measurement (CIPM)
- Chartered Market Technician (CMT)
- Financial Risk Manager (FRM)
