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Portfolio Associate

Josh Bilisko, CFA®

About Josh

Josh Bilisko is a Portfolio Associate at Evergreen Gavekal, joining the team in October 2024. He supports the investment team with portfolio research, trading, and investment analysis. He is a CFA® charterholder and an active member of the Seattle CFA Society.

Originally from Grand Rapids, Michigan, Josh previously worked as an investment analyst at an RIA, where he developed his 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, Josh has a passion for music and was actively involved playing guitar in an indie rock band.

Education & Qualifications

Grand Valley State University

Bachelor Degree, Finance

Professional Affiliations

Professional Designation, Chartered Financial Analyst (CFA®)

Member, Seattle CFA® Society