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Joshua Walshe

Director, Investment Research & Solutions

William Blair

United States, Texas, Dallas

About Me

Joshua Walshe leads traditional manager research and due diligence for William Blair’s Consulting Services team. He is dedicated to working collaboratively with advisors in the areas of investment policy, asset allocation strategy, manager selection, portfolio construction, and implementation. Josh previously held investment management roles at First Command Financial Services, The Bank of New York Mellon, and Lockwood Financial Services. Josh is a CFA charterholder and CFA Society Chicago member.

Profile Information

Director, Investment Research & Solutions

William Blair

Operations Team

Investor

Consultant

Dallas

Texas

United States

Aug 5, 2025

Work Experience

William Blair

Director, Investment Research & Solutions
Apr 2018 - Present
Email: jwalshe@williamblair.com

First Command Financial Services

Senior Portfolio Manager
Oct 2011 - Sep 2017

Lockwood Advisors, Inc./Pershing LLC/The Bank of New York/Stanford Group Company

Investment Analyst
Jul 2001 - Oct 2008

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