Josh Verghese Cpm

Josh Verghese, CPM, CIPM, currently serves as Product Manager - Client Experience at Hightower Advisors since March 2023. Prior to this role, Josh held various positions at Orion Advisor Tech from June 2016 to April 2023, including Product Manager - Performance & Risk Analytics, Senior Investment Performance Analyst, and Investment Performance Specialist, where responsibilities included performance calculations, GIPS composite calculations, client data audits, and preparation of quarterly statements. Earlier experience includes a Finance Intern position at Blue Startups LLC, focusing on due diligence and product testing, and a Special Projects Associate role at HOPAle'a, where Josh developed accounting systems and conducted sales forecasts. Educational background includes a degree from Creighton University.