Josh joins Trinity with more than 15 years of experience as an institutional investor with a proven track record in investment research and portfolio construction across public equities, hedge funds, private markets, and venture capital. He brings both a broad lens and deep perspective to prospective investment opportunities to the Trinity team for our clients.

Prior to joining Trinity, Josh served as Director of Research for the Denver-based BXE Capital, where he led venture investing and conducted due diligence on early-stage companies. He also served as Vice President of NYC-based

Whitney Peak Capital, where he led firm-wide research for a $400M multi-manager fund as well as other research and investment strategies. Josh earned his Chartered Financial Analyst (CFA®) designation from the CFA Institute.

He and his wife, Logan, currently live in Westerville with their four children.

Phone: (614) 266-4070
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