Joshua Daniel

Consulting Analyst

Josh is responsible for the analysis of defined benefit, endowment, foundation and other nonprofit client investment portfolios. Prior to joining the firm in 2021, Josh was an Investment/Performance Analyst at Strategic Capital Investment Advisors. He graduated with a BS in Business Administration – Finance from DeVry University and from California State University with a BS in Business Administration – Marketing. He is also a Level II CFA Candidate in the CFA Program. In his free time, Josh is an avid Peloton rider, enjoys rooting for the L.A. Lakers and is a Marvel movie fan.