Josh is a member of the Firm’s Investment Committee and has been involved in capital markets since 1996. His
work has to do with all facets of the investment program including philosophy, ideation, system design, process
optimization, and product implementation. He has substantially contributed to the development of various
functional components (asset allocation, security selection, modeling, risk management, performance evaluation,
etc.) that together form an integrated system.
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)
