Breckinridge Capital Advisors
Joshua Stein, CFA has a diverse background in finance, with experience in credit research and analysis. Joshua has held senior analyst roles at various companies, including Breckinridge Capital Advisors and the Federal Reserve Bank of Boston. Currently, Joshua is a member of the Standards Advisory Group (SAG) at SASB – Sustainability Accounting Standards Board. Joshua has a Master of Business Administration (M.B.A.) in Asset Management from Boston College Carroll School of Management and a B.A. in Economics from the University of Massachusetts Amherst.
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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/