Josh Migliardi

Josh Migliardi has a diverse work experience in the financial industry. Josh started their career at Kenmar Olympia as a Research Analyst from November 2008 to April 2012. Josh then became a Senior Analyst, Product Specialist from April 2012 to June 2014.

In 2014, Josh joined K2 Advisors where they held various roles. Josh started as a Senior Client Relations Analyst from June 2014 to July 2018. Then, they advanced to the position of Marketing Analytics Manager from July 2018 to September 2021. Currently, Josh holds the position of AVP, Strategy & Analytics starting from October 2021.

Overall, Josh has a solid background in research, client relations, and analytics, with a focus on the financial industry.

Josh Migliardi attended Bryant University from 2005 to 2008, where they obtained a Bachelor of Science degree in Business Administration with a focus on Finance and Legal Studies. Prior to their college education, Josh attended Greenwich High School until 2003. In terms of additional certifications, they obtained various licenses from FINRA, including the General Securities Principal Examination (Series 24 License) in October 2018, the National Commodity Futures Representative Examination (Series 3 License) in March 2012, the General Securities Representative Examination (Series 7 License) in August 2011, and the Uniform Securities Agent State Law Examination (Series 63 License) in October 2011.