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
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