Joshua Greene, CFA, CAIA

Joshua Greene, CFA, CAIA has a wealth of experience in the finance industry. Joshua is currently the Vice President of Syndication and Analytics at Carofin, a position they have held since 2020. Prior to this, they were a Private Markets Investment Officer and Senior Analyst at the South Carolina Retirement System Investment Commission from 2013 to 2020. Joshua also worked as a Consulting Group Analyst at Morgan Stanley from 2010 to 2013, and as an Intern at Morgan Stanley in 2009.

Joshua Greene, CFA, CAIA has a Finance - Investment Focused degree from the Darla Moore School of Business which they obtained between 2006 and 2010. Joshua also obtained a Bloomberg Certification in July 2010 and obtained their Series 66 and Series 7 Licenses from the Financial Industry Regulatory Authority (FINRA) in August and July 2010, respectively. In November 2016, they obtained Certificates of Completion for Python 3 Course and SQL Fundamentals from SoloLearn. In August 2017, they became a Chartered Financial Analyst (CFA) Charterholder from the CFA Institute. In April 2018, they became a Chartered Alternative Investment Analyst from the CAIA Association. Finally, in January 2019, they completed the ILPA Institute Program (PEIC) from the Institutional Limited Partners Association.