Josh Koeck
Investment Professional | Family Office Executive | Strategic Wealth Planning
- Role
- Senior Investment Advisor at PNC
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Senior Investment Advisor
Jan 2026 — Present · Milwaukee, WI, US
Education
University of Wisconsin-Madison
Bachelor of Science, Double Major: Economics and Political Science
1999 — 2003
Wisconsin School of Business
MBA, Applied Security Analysis Program
2008 — 2010
Skills
- Asset Management
- Portfolio Management
- Capital Markets
- Bloomberg
- Fixed Income
- Financial Analysis
- Investments
- Alternative Investments
- Valuation
- Finance
- Financial Modeling
- Equity Research
- Equities
- Asset Allocation
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