Josh supports our institutional clients and focuses on participant research and special projects. He analyzes participant behavior, including investments and savings behavior; compiles information on retirement and investment industry trends and evaluates findings relative to client‐specific data and develops recommendations based on findings.
Josh earned his Bachelor of Science in Management with a concentration in Finance from Case Western University. Josh studied abroad at both Goethe University in Frankfurt am Main, Germany and EM Strasbourg School of Business in Strasbourg, France.
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