As Chief Investment Officer, Josh leads Bremer Bank’s investment strategies and all areas of asset management for our Wealth customers.
Josh brings more than 20 years of financial services experience and a strong finance educational background to the Bremer team. Prior to joining Bremer, Josh spent seven years at RBC Global Asset Management in a variety of investment leadership roles. Most recently, Josh served as Director of Global Risk Management, supporting all areas of investment risk oversight, covering equities, fixed income and alternatives as well as having responsibility for derivatives risk management, liquidity risk management and fair valuation for the U.S. business. Prior to his tenure at RBC, Josh worked in roles with responsibility for quantitative asset management, treasury risk management and investment consulting.
Josh earned his BA in Math and Economics at Northwestern University, an EdM in Math Education at Harvard University and an MBA in Finance at the University of Minnesota’s Carlson School of Management. He is a CFA charterholder and currently serves as a CFA Institute President’s Council Representative for the 12 Midwestern U.S. CFA Societies.
Originally from Battle Creek, Michigan, Josh has lived in Minnesota since 1998. He resides in Edina with his wife, Sarah, daughter Madeline and son Michael.