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.