Joshua Shannon
About Joshua Shannon
Joshua Shannon serves as the Deputy Chief Investment Officer and Vice President of Strategy, with a background in economics and extensive experience in financial management and equity research.
Joshua Shannon Deputy Chief Investment Officer & Vice President, Strategy
Joshua Shannon serves as the Deputy Chief Investment Officer and Vice President of Strategy. As Deputy CIO, his responsibilities encompass high-level strategic investment planning and execution. Joshua stepped into this role in 2022, marking a significant milestone in his career. As Vice President of Strategy, he plays a pivotal role in driving the strategic vision and direction of the investment team. Joshua's leadership and expertise are instrumental in shaping the investment policies and guiding the team towards achieving financial objectives.
Joshua Shannon Education and Chartered Financial Analyst
Joshua Shannon holds a degree in Economics, with Honors, from Lafayette College. This solid educational background provided him with the analytical and theoretical knowledge necessary for a successful career in finance. Additionally, Joshua is a Chartered Financial Analyst (CFA). The CFA designation is a globally recognized certification that signifies thorough knowledge in investment analysis and portfolio management, further validating his expertise in the field.
Joshua Shannon Background and Previous Experience
Before joining his current team in 2019, Joshua Shannon had a notable career trajectory in the finance industry. He started at JPMorgan Securities, where he worked as a consumer staples analyst within Fundamental Equity Research. He then moved to Honeywell Capital Management, taking on the responsibility for Public Equities across both actively managed and outside manager portfolios. His next role was at Goldman Sachs Asset Management, where he served as a Portfolio Manager within the US Fundamental Equity franchise. His experience across these prestigious organizations provided him with a deep understanding of equity markets and portfolio management.