Director of Research
Josh serves as Director of Research at RBO. His responsibilities include fundamental security analysis, portfolio management, and client service. His career experience includes equity research at Sanford C. Bernstein & Co. in New York, portfolio management at TIAA-CREF in San Francisco, and independent consulting for mutual fund, hedge 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, Josh is a CFA® charterholder and a Certified Estate and Trust Specialist™.
Josh was previously a Director and Board Treasurer for Destiny Arts Center and currently serves as a member of the Board of Trustees for the Land Trust of Napa County.
Josh lives in Napa with his wife and daughter and enjoys reading, running, fishing, and yoga.