Joshua R. Yafa

Josh is a dedicated member of the core value equity team, which manages the U.S. Large Cap Core, U.S. All Cap Core, U.S. Large Cap Value, U.S. Equity Income, and Global Focus Strategies. He’s integrated with the investment team that constructs and manages client portfolios. In his role as client portfolio manager, Josh communicates strategy positioning and outlook to clients, prospects, and consultants across global distribution platforms. Prior to joining the firm, he was a vice president and portfolio advisor at Wellington, where he communicated the firm’s strategies to clients. Earlier in his career, Josh was the director of client portfolio management at Thornburg Investment Management and held positions with Franklin Templeton and Barclays.

Education: M.B.A., UCLA Anderson School of Management; B.A., Business Economics (Honors), University of California Santa Barbara

Joined the company: 2024

Began career: 2006