Josh joined the RMWC team in 2018. He serves as Senior Credit Analyst, supporting the firm’s investment and finance teams in quantitative analysis related to investment activities and ongoing operations.
Prior to joining RMWC, Josh worked at Deseret Mutual Benefit Administrators (DMBA), a non-profit benefits administrator supporting the defined benefit pension plans offered by the LDS Church to its employees worldwide, as an investment analyst in the firm’s multi-billion dollar pension portfolio. During his time at DMBA, Josh led analysis, portfolio monitoring, and due diligence on the portfolio’s multi-stage private equity and private debt investments. He also gained experience in corporate development with Molex, LLC and in equity research with a large, notable Chicago-based family office.
Josh holds a B.S. with a double major in Accounting and Finance from Southern Utah University where he graduated as Business School Valedictorian and was a multi-year letter-winner on the University’s football team. He is currently a CFA Level III Candidate.