JOSH JENKINS, CFA + CHIEF INVESTMENT OFFICER
Josh Jenkins is the Chief Investment Officer at Lutz Financial. With 12+ years of relevant experience, he specializes in assisting clients with portfolio construction, asset allocation, and investment risk management. He is also responsible for portfolio trading, research and thought leadership as well as analytics and operational efficiency for the Firm's Financial division. He lives in Omaha, NE, with his wife Kirsten.
AREAS OF FOCUS
- Asset Allocation
- Portfolio Management
- Research & Data Analytics
- Trading System Operation & Execution
AFFILIATIONS AND CREDENTIALS
- Chartered Financial Analyst®
- Chartered Financial Analyst Institute, Member
- Chartered Financial Analyst Society of Nebraska, Member
EDUCATIONAL BACKGROUND
- BSBA, University of Nebraska, Lincoln, NE
THOUGHT LEADERSHIP
Achiever | Competition | Ideation | Significance | Command
CONTACT JOSH JENKINS
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