Josh is responsible for the analysis of defined benefit, endowment, foundation and other nonprofit client investment portfolios. He also serves as a Consulting Analyst Team Lead. 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 also completed Level I of 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.