Josh leads the Managed Opportunities Account business and has been instrumental in its founding, growth, and execution. He plays an integral role in Long Point's investment manager identification, selection, and ongoing due diligence process and also leads Client Relations efforts. Josh lives in Duxbury, Massachusetts, with his wife and two daughters. He holds a Series 65 license and is a graduate of Northeastern University with a BS in finance (May 2000). He has worked in the investment business since 1997, also having positions with Mad River Management, LLC (January 1997 - April 2000) and Putnam Investments (August 2000 - June 2001).
Sign up to view 0 direct reports
Get started
This person is not in any teams