Josh began his tenure at NWQ in 2014 as a Research Analyst before being promoted to Equity Analyst in 2017. Josh relocated from Los Angeles to Minneapolis at the end of 2017, and returned to NWQ in February of 2018 as a Research Analyst. In March of 2019, he rejoined the senior investment team as Equity Analyst.
Prior to joining NWQ, he was a Securities Analyst Intern in Fixed Income with the State of Wisconsin Investment Board. Previously Josh was a Financial Analyst for Adobe Systems in Ottawa, Canada, and an Assistant Advisory Consultant with PricewaterhouseCoopers in Santiago, Chile.
Josh earned a B.I.B. (specialization in Finance) from Carleton University in Ottawa and an M.B.A. from the University of Wisconsin-Madison with a specialization in Applied Security Analysis. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute.
This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities. The information does not take into account the specific objectives or circumstances of any investor, or suggest any specific course of action. Investment decisions should be made based on an investor's objectives and circumstances and in consultation with his or her advisors. All investments involve risk and there is no assurance that an investment will provide positive performance over any period of time. There is no assurance that downside protection will be achieved.
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