Joshua O’Brien, CFA
Josh oversees and coordinates many of the operational tasks critical to portfolio management. He is responsible for managing the proper execution of investment decisions across client portfolios, assessing existing processes and workflows, and recommending and overseeing the implementation of process and technology enhancements. He also oversees Strategic’s client reporting. Prior to joining Strategic, Josh oversaw residential development projects in the real estate industry.
He holds an M.B.A. from Georgetown University’s McDonough School of Business, a B.S. in Finance & International Business and a B.S. in Spanish from Pennsylvania State University. Josh is a CFA charterholder and a member of the CFA Society of Washington, D.C.