Breckinridge Capital Advisors
Josh Perez, CFA is currently the Portfolio Manager and Director at Breckinridge Capital Advisors, where Josh manages the High Quality Dividend strategies. Previously, Josh worked at Sun Life Financial from 2011 to 2018, where Josh held various roles including Director of Investment Grade Credit Analyst and Associate Director of Investment Grade Credit Analyst. Josh is a member of Breckinridge Capital Advisors' stewardship committee and has a background in corporate finance and accounting from Bentley University.
Breckinridge Capital Advisors
Breckinridge Capital Advisors is a Boston-based, independently owned asset manager working to provide providing the highest caliber of investment management. We believe the following characteristics set us apart: - Commitment to staying independent - Disciplined portfolio management - Rigorous fundamental credit analysis - Forward looking and integrated ESG research - Ability to customize separate accounts at scale - Proprietary technology platform - Culture of exceptional responsiveness and access - Competitive pricing We serve high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. Breckinridge’s assets under management totaled more than $44 billion as of June 30, 2023. Reflecting our commitment to ESG and sustainability, Breckinridge is a Massachusetts Benefit Corporation and a certified B Corp1. We believe these designations help us in our goals to create positive, long-term impact for our clients, employees and the communities in which we live, work and invest. Disclosures: https://www.breckinridge.com/social-media-disclosures/