Josh Fillman
Director of Research, Equity Portfolio Manager and Analyst
- Role
- Director of Research at Choate Wealth
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Research & DevelopmentView LinkedIn profile
Experience
Director of Research
May 2025 — Present
Education
Amherst College
Bachelor of Arts, with Distinction
2003 — 2007
The Tuck School of Business at Dartmouth
Business Bridge Program
Skills
- Investment Management
- Trading
- Fixed Income
- Asset Managment
- Valuation
- Asset Allocation
- Mutual Funds
- Investments
- Hedge Funds
- Bloomberg
- Equity Research
- Portfolio Management
- Financial Analysis
- Capital Markets
- Options
- Equities
- Securities
- Equity Valuation
- Asset Management
- Financial Modeling
- Alternative Investments
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