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Josh Rowe
Director of Research - Equity at WMS Partners LLC
Josh Rowe active positions
Companies | Position | Start | End |
---|---|---|---|
WMS Partners LLC
![]() WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | Chief Investment Officer | 01/01/2023 | - |
Director of Research - Equity | 01/10/2019 | - | |
Investment Committee Member | 01/10/2019 | - | |
Portfolio Manager-Equities | 01/10/2019 | 01/01/2021 |
Career history of Josh Rowe
Former positions of Josh Rowe
Companies | Position | Start | End |
---|---|---|---|
Orinda Asset Management LLC
![]() Orinda Asset Management LLC Investment ManagersFinance Orinda Asset Management LLC (Orinda) is a hedge fund management firm headquartered in Lafayette, California. It was founded in 2010 by a group of seasoned investment professionals with significant experience in the financial services industry. The firm is a subsidiary of Orinda Investment Partners LLC. Orinda works exclusively with financial advisors to help lower risk in client portfolios through their alternative mutual fund platform. | Analyst-Fixed Income | 01/03/2014 | 01/08/2016 |
Portfolio Manager-Equities | 01/09/2016 | 01/10/2019 | |
Convergent Wealth Advisors LLC
![]() Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Corporate Officer/Principal | - | 31/12/2013 |
Orinda Asset Management LLC
![]() Orinda Asset Management LLC Investment ManagersFinance Orinda Asset Management LLC (Orinda) is a hedge fund management firm headquartered in Lafayette, California. It was founded in 2010 by a group of seasoned investment professionals with significant experience in the financial services industry. The firm is a subsidiary of Orinda Investment Partners LLC. Orinda works exclusively with financial advisors to help lower risk in client portfolios through their alternative mutual fund platform. | Analyst-Equity | 01/05/2011 | 01/12/2012 |
Training of Josh Rowe
The Johns Hopkins University | Undergraduate Degree |
Princeton University | Doctorate Degree |
Statistics
International
United States | 6 |
Operational
Portfolio Manager-Equities | 2 |
Analyst-Fixed Income | 1 |
Corporate Officer/Principal | 1 |
Sectoral
Finance | 4 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
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Orinda Asset Management LLC
![]() Orinda Asset Management LLC Investment ManagersFinance Orinda Asset Management LLC (Orinda) is a hedge fund management firm headquartered in Lafayette, California. It was founded in 2010 by a group of seasoned investment professionals with significant experience in the financial services industry. The firm is a subsidiary of Orinda Investment Partners LLC. Orinda works exclusively with financial advisors to help lower risk in client portfolios through their alternative mutual fund platform. | Finance |
Convergent Wealth Advisors LLC
![]() Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Finance |
WMS Partners LLC
![]() WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | Finance |
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