JOSH JENKINS, CFA + SENIOR PORTFOLIO MANAGER & HEAD OF RESEARCH
Josh Jenkins is a Senior Portfolio Manager & Head of Research at Lutz Financial with over nine years of investment experience. He is responsible for assisting clients in the construction, selection, and risk assessment of their investment portfolios. In addition, Josh will provide on-going research and trade support.
AREAS OF FOCUS
- Asset Allocation & Portfolio Management
- Investment & Market Research
- Trading
AFFILIATIONS AND CREDENTIALS
- Chartered Financial Analyst (CFA)
- Chartered Financial Analyst Institute, Member
- Chartered Financial Analyst Society of Nebraska, Member
EDUCATIONAL BACKGROUND
- BSBA, University of Nebraska, Lincoln, NE
Achiever | Competition | Ideation | Significance | Command
CONTACT JOSH JENKINS
