Josh R. Shaffer, CFA®

Director - Investment Management

  • Focus: Investments
  • Education: Bachelor of Science, Miami University
  • Certifications: CFA® Charterholder

Josh will partner and collaborate closely with the rest of the investment team to develop, manage, and enhance our core investment strategies.  He will also support business development efforts across the firm, help develop custom portfolios for institutional and ultra-high net worth clients and serve as a subject matter expert.

Josh previously served as Director of Research for Halite Partners and Graystone Consulting. He began his career at SCS Financial where he evaluated hundreds of prospective hedge funds per year, made asset allocation recommendations, and assisted with portfolio construction.

Josh is an honors graduate of the Miami University Richard T. Farmer School of Business and has been a CFA charterholder since 2013. Outside of the office, he enjoys the outdoors, cooking, and spending time with his wife and two children.