JOSH JENKINS, CFA® + SENIOR PORTFOLIO MANAGER & HEAD OF RESEARCH
Josh Jenkins is the Senior Portfolio Manager and Head of Research at Lutz Financial. With 10+ years of relevant experience, he specializes in assisting clients with portfolio construction, asset allocation, and investment risk management. In addition, he is responsible for portfolio trading, investment research and thought leadership for the 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 (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
