Josh Bogen

Josh Bogen has a diverse work experience in the investment management industry. Josh started their career at Liberty Funds Distributor in 1997, where they worked as an Inside Sales Specialist until 1999. Josh then joined Natixis Investment Managers and held various roles including Inside Sales Associate from 1999 to 2001, External Wholesaler from 2001 to 2008, and finally National Sales Manager from 2008 to 2017. After leaving Natixis, they worked as the Head of Distribution for McDonnell Investment Management from 2017 to 2019. Currently, they are employed as the Director of Managed Account Strategies at Loomis, Sayles & Company since 2019.

Josh Bogen's education history includes earning a Master of Business Administration (MBA) degree from Wake Forest University School of Business in the year 2008. Prior to that, they achieved a Bachelor's degree in Business Administration and Management from Gettysburg College, where they studied from 1992 to 1996. Their secondary education was completed at Amity Regional High School, where they attended from 1989 to 1992. In addition to their academic qualifications, Josh Bogen has also obtained certifications such as the Certified Investment Management Consultant (CIMC) from the Investments & Wealth Institute and the Finra certification from FINRA. Specific dates for the certifications are not provided.