Josh Monroe

Josh Monroe, CFA has extensive work experience in the financial industry. Josh currently holds the position of Senior Product Marketing Strategist at AdvisorEngine, starting in November 2021. Prior to this, they worked at Franklin Templeton from 2018 to 2021, first as the Director of Fixed Income Product Marketing from April 2021 to October 2021, and then as the VP and Product Manager for US Fixed Income from June 2018 to March 2021. From 2016 to 2018, they served as the Director of Product Management at New York Life & MainStay Investments. Before that, they had various roles at Franklin Templeton Investments from 2010 to 2016, including VP and Product Manager, Product Manager, Associate Product Manager, and Futures Associate.

Josh Monroe, CFA completed their Bachelor of Science (B.S.) degree in Finance at the University of Florida from 2006 to 2010.