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

ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation