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Joshua Frankel
Tech Savvy Investment Operations Professional - Creating Alpha Through Efficiency
Joshua Frankel, CFA, is a passionate finance professional with a unique background in the NGO sector. His career shift six years ago demonstrates his belief in the power of efficient capital allocation for driving social change. Leveraging data, analytics, and technology, he aims to identify inefficiencies in the market while ensuring financial gains and fostering a sustainable, equitable economy for a better future.
Highlights
Dec 23 · reports.adviserinfo.sec.gov
[PDF] FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. - FORM ADV
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Forbes 2025 Best-In-State Wealth Management Teams List
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Our Team — Ferguson Wellman
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Joshua Frankel Email & Phone Number | Apollo Global ...
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[PDF] The Sustained Case for Value in Global Equities - Boston Partners
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Team - RA Capital
Jan 1 · advisor.ml.com
Joshua Frankel - Financial Advisor in New York, NY 10036 | Merrill
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Location
Philadelphia, Pennsylvania, United States
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Will McGough, CFA
Investment Strategy/Operations | Portfolio/Product Mgmt | Multi-Asset Pro | ERISA Navigator | Tech/Quant Enthusiast | former: SME for one of the Big 4 | current: all things MF/ETF/CIT @ PCIA
Corey Musselman
Well-Versed and tech-savvy IT professional with extensive experience in driving strategic direction, optimizing IT operations, and enhancing business efficiency through innovative infrastructure solutions.
Mutual Connections
See who you know in common with Joshua