Joshua O'Brien

Joshua O'Brien, CFA, has been a Managing Director at Strategic Investment Group since September 2006, holding various leadership roles including Head of Investment Operations and Director of Investments. In these positions, Joshua oversees portfolio management tasks, analyzes processes, mitigates operational risks, and implements technology enhancements. Previously, as Director of Analytics and Reporting, Joshua managed client reporting and portfolio analytics teams, leading the design of advanced reporting and risk management software. Joshua's career began at Ryan Homes as a Project Manager, where responsibilities included managing construction projects and negotiating with subcontractors. Joshua holds an MBA from Georgetown University McDonough School of Business and a Bachelor's degree in Finance, International Business, and Spanish from Penn State University.