Josh is CEO and a Senior Consultant with RVK, located in our Boise office. Josh joined RVK in 2000 and has over 25 years of experience in investment consulting and capital markets. As a Senior Consultant, he advises a diverse mix of clients that include employee benefit plans, endowments and foundations, insurance companies, and other special purpose funds.
He has extensive experience in a broad range of consulting disciplines including investment policy, asset allocation, performance evaluation and attribution, investment manager searches, and asset class structure studies. Additionally, Josh leads our firm’s Healthcare Solutions Team and serves as a member of our firm’s Investment Perspectives Committee, which provides a centralized and uniform source for investment counsel and perspective across our firm’s client engagements.
Josh earned a BA degree in Business from the University of Washington. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Idaho. Josh is a shareholder of the firm.