As Co-Chief Investment Officer, Josh leads investment manager research, chairs the Asset Allocation Committee, and helps guide the long-term vision, philosophy and strategy for the firm’s clients. Josh is responsible for coordinating the firm’s investment research across public and private markets and supervises WMS’s due diligence process. Josh and his colleagues develop new investment ideas, evaluate quantitative data, identify trends, and write white papers and memoranda. Josh also works directly with clients on portfolio construction. Prior to joining WMS, Josh was a Portfolio Manager and Senior Analyst with Orinda Asset Management where he researched and managed long and short invest