JP

Josh Perez

Portfolio Manager And Director at 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.

Links

Previous companies

Sun Life Financial logo

Timeline

  • Portfolio Manager And Director

    2018 - present