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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

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