Joshua Miller, CFA, CPA, CIPM

Joshua Miller, CFA, CPA, CIPM has extensive work experience in the finance industry. Joshua started their career in 2008 as an Associate and Senior Associate at Carr, Riggs & Ingram, LLC, where they worked until 2010. In 2010, they joined Edward Jones as a Financial Advisor, and left in 2011. Since 2011, they have been working at WA Asset Management, LLC as a Sr. Investment Analyst. In this role, they are responsible for conducting due diligence, investment analysis, and managing portfolios. Joshua also educates and informs advisors and staff about investment decisions and presents quarterly market outlook meetings.

Joshua Miller, CFA, CPA, CIPM, earned their Bachelor of Science in Business Administration (B.S.B.A.) degree in Accounting and Finance from the University of West Florida - College of Business. Joshua attended the university from 2004 to 2007.

In addition to their bachelor's degree, Joshua holds several certifications. Joshua obtained their Certified Public Accountant (CPA) certification from the Florida State Board of Accountancy in November 2010. In June 2013, they received a Certificate in Investment Performance Measurement (CIPM) from the CFA Institute. Furthermore, in September 2015, they earned the Chartered Financial Analyst (CFA) designation from the CFA Institute.