Josh designed and created core components of our turnkey asset management program (TAMP) based on the principles of subsidiarity and reason. Josh substantially informs and maintains this program to 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 is the Head of the Centralized Investment Operations 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 (AIF®)
- Chartered Alternative Investment Analyst (CAIA)
- Chartered Financial Analyst (CFA)
- Certificate in Investment Performance Measurement (CIPM)
- Chartered Market Technician (CMT)
- Financial Risk Manager (FRM)
