Adviser
Josh Jurbala is a seasoned finance professional with extensive experience in quantitative investments and research. Currently serving as the Quantitative Investments Manager at RWA Wealth Partners since June 2013, Josh has built a solid foundation in quantitative analysis and investment strategies. Previous roles include Senior Quantitative and Technical Analyst at Fidelity Sector Investor and various operational positions at Fidelity. Josh began their career as a Field Investigator and Loss Prevention Officer, gaining diverse skills in security and financial intelligence. Academic qualifications include a Master's Degree in Finance from Pace University and a Bachelor of Science in Criminal Justice from Northeastern University, complemented by a minor in Business Administration.
Adviser
Adviser is a full-service wealth management firm, offering investment management, financial and tax planning, managed individual bond portfolios, and 401(k) advisory services. We’ve been helping individuals, trusts, institutions and foundations since 1994. Adviser Investments and its subsidiaries have over 5,000 clients across the country and over $8 billion in assets under management. Our portfolios encompass actively managed funds, ETFs, socially responsible investments and tactical asset allocation strategies, and we’re experts on Fidelity and Vanguard mutual funds. We take pride in being The Adviser You Can Talk To. To see a full list of our awards and recognitions, click here, and for more information, please visit www.adviserinvestments.com or call 800-492-6868.