Joshua W. Harrington, CFA, MBA

Senior Portfolio Advisor

Josh serves as Senior Portfolio Advisor at RBO. His responsibilities include fundamental security analysis, portfolio management, and client service. Josh began his career in investments as a research associate at Sanford C. Bernstein in New York. He then spent six years as analyst and telecommunications sector portfolio manager at TIAA-CREF in San Francisco. Prior to joining RBO in 2012, Josh worked as an independent consultant for hedge-fund, mutual-fund, and private equity clients.

Josh holds a B.A. from the University of Missouri, Columbia with a major in Finance and Banking and an M.B.A. from the University of California, Berkeley. Additionally, he is a CFA charterholder and a Certified Estate and Trust Specialist. Josh serves a member of the Board of Trustees of the Land Trust of Napa County.

Josh lives in Napa and enjoys reading, running, hiking, fishing, and yoga.