Joshua Joseph

Joshua Joseph's work experience begins in 2021 as the Quaestor (Treasurer) for the Sigma Chi Fraternity, where they successfully managed the chapter's finances and created a budget plan. In 2022, they became a Senator for the College of Business in the Student Government Association at Bridgewater State University. Joshua also participated in the SEO Edge program and the Launching Your Legacy program at T. Rowe Price. In addition, Joshua worked as a Bloomberg Lab Assistant at Bridgewater State University and held the role of Treasurer for the Student Government Association.

In 2022, Joshua interned as an Equity Research Analyst at CIBC, where they collaborated with senior analysts and engaged in meetings with C-suite executives. Joshua also briefly worked as an Equity Trade Coordinator at Wellington Management. Joshua was then accepted into the Future Leaders Program at Oaktree Capital Management in 2023. Joshua is currently working as an Investment Banking Analyst at Harris Williams.

Throughout their work experience, Joshua demonstrated leadership skills, finance expertise, and the ability to manage budgets and portfolios.

Joshua Joseph has a Bachelor of Science - BS degree with a double major in Finance and Economics and a minor in Management from Bridgewater State University. Joshua attended Dedham High School as well. Additionally, they hold several certifications including the Series 79 from FINRA obtained in July 2023, the Securities Industry Essentials (SIE) from FINRA obtained in June 2023, the Series 63 from FINRA obtained in June 2023, the Financial Modeling & Valuation Analyst (FMVA) from Corporate Finance Institute® (CFI) obtained in January 2023, the Krach Transformational Leaders Workshop, Values-Based Leadership from the Sigma Chi Leadership Institute obtained in July 2021, and the Bloomberg Market Concepts from Bloomberg LP obtained in October 2020.