Josh leads Strategic’ s Operations team. He is responsible for overseeing all of the operational aspects of Strategic’ s investment process, including trading related activity; position and cash management; custody oversight; and investment accounting, performance calculations, Global Investment Performance Standards (GIPS®) Compliance, and client reporting. Prior to this role, Josh was responsible for managing the proper execution of investment decisions across client portfolios; assessing existing processes and workflows within the investment process; and recommending and overseeing the implementation of process and technology enhancements. He began his career at Strategic as an Investm