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.

Joshua Walshe
Director, Investment Research & Solutions
William Blair
United States, Texas, Dallas
About Me
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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