Prior to joining Advantage Capital, Josh was an Equity Research Associate covering mid and large-cap U.S. banks at ISI Group, now Evercore Partners. Before that, he worked at UBS Investment Bank in New York, where he was an Investment Banking Analyst and an Equity Research Associate Director covering financials as well as healthcare services and IT.

Josh received his MBA from the University of Chicago’s Booth School of Business and a bachelor’s degree in economics from Harvard College.