Joshua Zwick is an experienced financial services advisor who has had roles both as a consultant and senior investment professional. He has extensive expertise across a variety of investment management topics, and has advised many of the world’s largest asset managers and owners on core issues of strategy, operational effectiveness, portfolio structuring and risk management. Joshua has a strong track record of building deep relationships with clients and delivering innovative, impactful solutions to their most challenging problems.
He graduated magna cum laude from Princeton University with a degree in economics.