Joshua Marin

Joshua Marin, CFA, has extensive experience in finance, particularly in equity research and valuation. Currently serving as an Equity Research Associate - Internet at Oppenheimer & Co. Inc. since July 2022, Joshua previously held positions at BNY Mellon from March 2018 to July 2022, advancing from Valuation Senior Analyst to Valuation Associate (AVP) focused on OTC derivatives. Earlier experience includes an Analyst role at Hamilton Lane, where responsibilities encompassed performance reporting and analytics across various private markets, and a Financial Advisor Intern position at Mosaic Wealth Management Group, Inc., which involved client account management and investment report preparation. Joshua began a career as an Investment Analyst Intern at Bluestone Capital Management, contributing to research and idea generation. Joshua holds a Bachelor's Degree with dual majors in Finance and Management from the University of Central Florida.