Josh Woodard

Josh Woodard, CFA®, is an accomplished finance professional with significant experience at Signature Estate & Investment Advisors, LLC, since May 2016, where roles have included Associate Advisor, Senior Investment Services Analyst, and Research Analyst. Expertise encompasses global macro research, managing private alternative investment platforms, and conducting manager research across various sectors. Notable accomplishments include back testing the firm's internal due diligence scoring system and leading an ETF due diligence project to enhance trade execution processes. Earlier experience as a Summer Analyst involved analytical work using Morningstar tools to compare client holdings. Academic credentials include a Bachelor’s degree in Finance from California State University, Northridge, and an Associate degree in Business Administration from Moorpark College, along with successful completion of Level III of the CFA Program.