Josh Brown
Senior Manager Portfolio Manager @Optimize Financial Group
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WORK HISTORY
Senior Manager Portfolio Manager @Optimize Financial Group
Toronto, ON, CA
Led a strategic initiative to implement a comprehensive management structure to support the firm\'s rapid growth.Managed and provided leadership to a team of 3 Supervising Portfolio Managers and 14 Portfolio Managers and Associate Portfolio Managers.Developed and instituted department policies and created training manuals to streamline operations and ensure consistency.Active member of the Senior Management Committee, contributing to high-level decision-making and strategic direction.
EDUCATION
Wilfrid Laurier University
Hon BA, Economics
ABOUT JOSH BROWN
Investment and portfolio management executive with 14+ years of progressive experience leading discretionary portfolio management teams, investment governance, and scalable wealth platform development. Currently leads a team of 20 Portfolio Managers supporting approximately $10B AUM, providing disciplined oversight of portfolio construction, model implementation, and client mandate execution at scale. Known for blending sound investment judgment with strong operational leadership—building registrable processes, training programs, and governance frameworks that improve consistency, risk control, and repeatable outcomes. Trusted senior leader with a proven ability to align stakeholders across portfolio management, advisors, compliance, and executive leadership while translating complex investment decisions into clear, credible messaging for partners and HNW clients.
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