Josh B.

Josh B. is an accomplished finance professional with a robust background in portfolio analysis, wealth management, and investment strategies. Currently serving as a Portfolio Analyst at Capital Advisors since May 2022, Josh operates on portfolio construction for over $2B across multiple regions and has achieved significant analytics-driven results. Prior experience includes roles as an FADP Associate and a Wealth Management Intern at Merrill Lynch, where Josh developed asset allocation strategies for high net worth clients and conducted investment reviews. Additional experience encompasses participating in investment research at Phoenician Investment Fund, providing credit analysis at Ocean Bank, and auditing support at ZOMMA Group, alongside strong academic credentials including a Bachelor of Science in Finance from Florida International University.