JOSH JENKINS, CFA + SENIOR PORTFOLIO MANAGER & HEAD OF RESEARCH
Josh Jenkins is a Senior Portfolio Manager & Head of Research at Lutz Financial with over eight 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
THOUGHT LEADERSHIP
Achiever | Competition | Ideation | Significance | Command
CONTACT JOSH JENKINS
OMAHA
13616 California Street, Suite 300
Omaha, NE 68154
P: 402.496.8800
HASTINGS
747 N Burlington Avenue, Suite 401
Hastings, NE 68901
P: 402.462.4154
GRAND ISLAND + NORTH
403 Lexington Circle
Grand Island, NE 68803
P: 308.384.9910
LINCOLN
601 P Street, Suite 103
Lincoln, NE 68508
P: 531.500.2000
GRAND ISLAND + SOUTH
2722 S Locust Street
Grand Island, NE 68801
P: 308.382.7850