Joshua O’Brien, CFA

Meet Josh

Josh leads Strategic’s Operations team. He is responsible for overseeing all of the operational aspects of Strategic’s investment process, including trading related activity; position and cash management; custody oversight; and investment accounting, performance calculations, Global Investment Performance Standards (GIPS^®) Compliance, and client reporting. 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.

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.

GIPS^® is a registered trademark of CFA Institute.