As quantitative investments manager, Josh is responsible for managing the firm’s tactical strategies, and he works alongside the fundamental research team to provide quantitative support for fund research, portfolio construction and analysis. Josh began his career with Adviser Investments after graduating from Northeastern University in 2013 and worked in the firm’s operations department before joining the research team in 2016. During that time, Josh continued his education by completing an M.S. in finance from Pace University, primarily focused on applying technical and statistical analysis to investing in financial markets. Josh also works with Jim Lowell on the Fidelity Sector Investor newsletter, serving as senior quantitative and technical analyst.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.