Associate Client Portfolio Analyst
Josh is an Associate Client Portfolio Analyst, responsible for supporting the firm’s client service and marketing efforts. He assists with the development and distribution of internal portfolio data used to create SGA’s client service and marketing materials. He also assists in completing client and prospect requests for information, and updates institutional consultant databases.
Josh joined SGA in 2020 after previously being self-employed where his interest in investing led him to invest on his own behalf. Prior to this, he was a consultant at FactSet where he spent two years providing consulting services to buy-side investment management professionals. Josh graduated from the University of Connecticut School of Business with a B.S. in Finance.