CoverProfile

Josh Williford

Portfolio Analyst

AMJ Financial Wealth Management

United States, Maryland, Frederick

About Me

Josh is a Results-driven investment professional with extensive multi-asset class portfolio management and strategy experience highlighted by strong analytical and communication skills, and an outstanding work ethic. His areas of expertise include multi-model security valuation, investment research and due diligence, portfolio construction, manager selection/termination, performance monitoring, investment policy development, strategic rebalancing and tactical asset allocation, and innovation of operational processes.

Profile Information

Portfolio Analyst

AMJ Financial Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Frederick

Maryland

United States

Aug 21, 2024

More profiles to browse

Profile Photo
Angela Bender
Chief Executive Officer and Managing Partner
LA
Laken Adams
Portfolio Manager

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
PM
Prtima MISHRA1
Software Engineer
PA TEST
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management