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.
Josh Williford
Portfolio Analyst
AMJ Financial Wealth Management
United States, Maryland, Frederick
About Me
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
Angela Bender
Chief Executive Officer and Managing Partner
LA
Laken Adams
Portfolio Manager
You Might Like
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation