Josh Fillman

Josh Fillman is an accomplished finance professional with extensive experience in equity research and portfolio management. Currently serving as the Director of Research at Choate Wealth since May 2025, Josh previously held significant positions at Putnam Investments from 2013 to May 2025, including Co-Portfolio Manager for the Putnam Focused Equity strategy and Portfolio Manager for the Putnam Capital Opportunities Fund. Prior roles include Equity Research Analyst positions at BlackRock and Fidelity Investments, where Josh focused on various sectors such as Communications, Consumer, and Energy. Josh holds a Bachelor of Arts with Distinction in Economics from Amherst College and completed the Business Bridge Program at The Tuck School of Business at Dartmouth.