Josh Jenkins is the Chief Investment Officer at Lutz Financial. With 12+ years of relevant experience, he specializes in assisting clients with portfolio construction, asset allocation, and investment risk management. He is also responsible for portfolio trading, research and thought leadership as well as analytics and operational efficiency for the Firm's Financial division. He lives in Omaha, NE.
Current role
Chief Investment Officer at The Bryn Mawr Trust
Chief Investment Officer at B2holding ASA
Chief Investment Officer at Twelve Points Wealth Management
Chief Investment Officer at Chicago Teachers' Pension Fund
Chief Investment Officer at SA STONE WEALTH MANAGEMENT INC.