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Joshua Perry, CFA, CAIA, FRM

Joshua Perry, CFA, CAIA, FRM

Portfolio Manager

TeamInstitutional, Fixed Income
Location Baltimore
Print Bio

Josh is a partner and portfolio manager and a municipal credit analyst on the fixed income team. He primarily focuses on tax-exempt credit analysis. Prior to joining the firm, he served as a fixed income credit analyst at Driehaus Capital Management. Prior to that he was a commodities analyst at Constellation.

Education

  • University of Baltimore School of Law, JD (2020)
  • University of Chicago, Booth School of Business, MBA (2012)
  • Princeton University, BSE (2006)

Community Involvement

  • Trustee, CollegeBound Foundation
  • Trustee, Baltimore Educational Scholarship Trust
  • Trustee, The Walters Art Museum
  • Member, Baltimore CFA Society

Certifications

  • CFA® 
  • CAIA®
  • FRM

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