Josh Kaufman
Client Portfolio Manager, Custom Model Solutions @BlackRock
New York, NY, US
EMAILS
j•••••••@blackrock.com
MOBILE NUMBERS
+13•••••••78
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WORK HISTORY
Jul 2022 — Present
Client Portfolio Manager, Custom Model Solutions @BlackRock
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CMS is an open architecture models platform that enables wealth management firms to marry BlackRock\'s model IP with their own unique preferences and modifications, creating a differentiated and white labelled model offering. As a Client PM I am responsible for engaging with wealth advisory clients to grow their custom models business and deliver whole portfolio, mass customization at scale.
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