As a member of the investment team, Josh spends his time sourcing and performing research and due diligence on private (alternative) investments. Josh helps clients have a properly balanced and diversified asset allocation in their portfolios by matching the suitability of investments with their needs in line with portfolio asset allocations.
Current role
Portfolio Manager at Coinbase Asset Management Ltd
Principal, Portfolio Manager at Leith Wheeler Investment Counsel Ltd.
Portfolio Manager at Cointelegraph
Executive Vice President, Northeast Region Portfolio Manager at Rosenthal & Rosenthal
Portfolio Manager at New England Asset Management, Inc. (NEAM, Inc.)
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