About Josh
Josh is a Portfolio Associate at Evergreen Gavekal and joined the team in October of 2024. He supports the investment team with portfolio research, trading, and investment analysis.
Hailing from Grand Rapids Michigan, Josh worked as an investment analyst at an RIA where he developed skills in portfolio management, investment research, and trading.
Josh is a graduate of Grand Valley State University, where he earned a degree in Finance. Outside of work life, Josh has a passion for music and was actively involved in playing guitar in an indie rock band.
Josh is a CFA® charterholder and is an active member of the Seattle CFA Society.
Education & Qualifications
No education information available.
Professional Affiliations
No affiliation information available.
Recent Articles & Insights from Josh
Market Volatility and Investment Strategies for 2024
An in-depth analysis of current market conditions and strategic approaches to portfolio management in uncertain times.
The Rise of ESG Investing: Opportunities and Challenges
Exploring the growing importance of Environmental, Social, and Governance factors in modern investment decisions.
Technology Sector Outlook: AI and Innovation Trends
A comprehensive look at emerging technologies and their potential impact on investment portfolios and market dynamics.
Global Economic Trends and Their Investment Implications
Understanding macroeconomic indicators and their influence on asset allocation and investment strategy.