Joshua Margolis, CFA

SVP, Co-Director of Training

Josh is a Partner and a member of the Investment Team. He is also a member of the Brokerage Committee. Josh handles trading and trade cost research. He also manages performance measurement and analytics. Prior to joining Martingale in 2002, Josh held positions in finance and marketing at Customer Dialogue Systems U.S. and Liberty Funds Group, LLC.

Josh earned a B.A. in economics from Johns Hopkins University. He is a CFA charterholder and a member of the CFA Society Boston.