Joshua O’Brien, CFA

Meet Josh

Josh leads Strategic’s efforts at the cross section of client service, technology, and operations.  He is responsible for designing and implementing optimal workflows and processes around the client experience, which includes broad support of Client Portfolio Management and the overall investment team. He serves as co-chair of Strategic’s Management Committee and serves on Strategic’s Operating Committee. ​

​Prior to this role, Josh was responsible for managing the proper execution of investment decisions across client portfolios; assessing existing processes and workflows within the investment process; and recommending and overseeing the implementation of process and technology enhancements.  He began his career at Strategic as an Investment Performance Analyst. Prior to joining Strategic, Josh oversaw residential development projects in the real estate industry. ​

​Josh 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.  He is a CFA charterholder and a member of the CFA Society of Washington, D.C.