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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

  • Princeton University, BSE
  • University of Baltimore School of Law, JD
  • University of Chicago, Booth School of Business, MBA

Community Involvement

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

Certifications

  • Chartered Alternative Investment Analyst (CAIA)
  • Chartered Financial Analyst (CFA®)
  • Financial Risk Manager (FRM)

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