Josh Holtz Hartke, Cfa
About Josh Holtz Hartke, Cfa
Josh Holtz Hartke is a Product Manager at Qualia with a background in finance and investment management. He has held various roles in the financial sector, including positions at Crossmark Global Investments and as an independent consultant.
Current Role at Qualia
Josh Holtz Hartke serves as a Product Manager at Qualia, a position he has held since 2021. In this role, he focuses on building cross-functional processes and software, applying innovative and creative problem-solving techniques. His responsibilities include overseeing product development and ensuring that solutions meet customer needs effectively.
Previous Experience in Financial Services
Prior to his current role, Josh worked at Crossmark Global Investments, Inc. for several years in various capacities. He served as Head of Equity Trading from 2017 to 2019 and as an Equity Investment Analyst from 2015 to 2017. Additionally, he held the position of Project Manager for a brief period in 2018. His experience in these roles contributed to his expertise in investment management and financial analysis.
Consulting Experience
Josh worked as an Independent Consultant at Myself and Others from 2019 to 2020. This role allowed him to leverage his financial expertise and provide tailored consulting services in the Austin, Texas area. His consulting experience further enhanced his skills in problem-solving and client relations.
Educational Background
Josh Holtz Hartke earned a Bachelor’s Degree in Finance from Southern Methodist University - Cox School of Business, completing his studies from 2011 to 2015. He also attended St Louis Priory High School. His educational background laid the foundation for his career in finance and investment management.
Internship Experience
Josh gained valuable experience through various internships early in his career. He worked as a Credit Analyst Intern at Central National Bank TX in 2014 and as a Business Analyst Intern at Andrews Distributing in 2013. These internships provided him with practical insights into financial analysis and business operations.