Josh B.
Senior Portfolio Analyst @Capital Advisors
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WORK HISTORY
Senior Portfolio Analyst @Capital Advisors
Miami, FL, US
EDUCATION
Florida International University
Bachelor of Science, Finance, Finance, General
John Carroll University
Finance and Sports Studies
ABOUT JOSH B.
A native of Miami, Florida, I joined Capital Advisors in the Dallas office as a portfolio analyst in 2022. At Belen Jesuit Preparatory School, I graduated as part of the National Honor Society while competing as a multi-sport athlete. I played college baseball at John Carroll University in Cleveland, Ohio before transferring to Florida International University, where I graduated with a Bachelor of Science in Finance. In addition to working various internships in accounting and finance throughout college, I was also a member of the Phoenician Investment Fund and Student Managed Investment Fund at FIU. I joined Capital Advisors from Merrill Lynch, where I worked to support various Wealth Management groups in portfolio strategy, research, and financial planning.To learn more about Capital Advisors, visit capitaladv.com or email i•••@capitaladv.comSee relevant disclosures here:
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