Profil
Mr. Joshua M.
Emanuel, CFA, is a Chief Investment Officer at Wilshire Advisors LLC and a CIO at Wilshire Private Markets Group.
In his role as CIO, he leads the investment activities of Wilshire Funds Management, including asset allocation, manager research, portfolio management, and investment research.
He also chairs the Wilshire Funds Management Investment Committee.
He re-joined Wilshire in 2015 and has over 20 years of industry experience.
From 2010 to May 2015, Mr. Emanuel served as chief investment officer of The Elements Financial Group, LLC, where he developed and managed a variety of outcome-oriented investment strategies and exchange traded funds.
He also co-developed an innovative technology solution which provides volatility-based risk profiling, risk budgeting, and compliance services to financial advisors and institutions.
Prior to his tenure at TEG, he served in several roles at Wilshire from 2004-2010, including head of manager research, head of strategy for Wilshire Funds Management, and co-chairman of the Wilshire Funds Management Investment Committee.
Prior to 2004, he was responsible for international manager research for Jeffrey Slocum & Associates, Inc.
Mr. Emanuel has a BA in Finance from the University of Pittsburgh and holds the Chartered Financial Analyst designation.
Postes actifs de Josh Emanuel
| Sociétés | Poste | Début |
|---|---|---|
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire aims to deliver better investment solutions that deliver impact and value for their clients. The firm takes a top-down, macro approach, providing portfolio construction for the client and hiring third-party managers to construct asset portfolios in line with Wilshire’s broad investment mandate. | Directeur en chef des Investissements | 01/05/2015 |
Wilshire Private Markets Group
Wilshire Private Markets Group Investment ManagersFinance Wilshire Private Markets Group invests globally in offering clients with customized non-discretionary advisory services and discretionary private markets solutions across the private equity, private debt and real assets sectors. | Directeur en chef des Investissements | 01/01/2015 |
Anciens postes connus de Josh Emanuel
| Sociétés | Poste | Fin |
|---|---|---|
Pacific Financial Group LLC
Pacific Financial Group LLC Investment ManagersFinance TPFG monitors the models for changes the institutional strategists make to the allocation or securities held in the model, they are responsible for implementing the transactions for the accounts on the platform. The firm uses the latest academic research, investment solutions and technology innovations in their process. | Directeur en chef des Investissements | 30/04/2015 |
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire aims to deliver better investment solutions that deliver impact and value for their clients. The firm takes a top-down, macro approach, providing portfolio construction for the client and hiring third-party managers to construct asset portfolios in line with Wilshire’s broad investment mandate. | Directeur de la Recherche - Actions | 31/12/2009 |
Jeffrey Slocum & Associates, Inc.
Jeffrey Slocum & Associates, Inc. Investment ManagersFinance Provides investment consulting services for institutional funds | Corporate Officer/Principal | - |
Formation de Josh Emanuel
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire aims to deliver better investment solutions that deliver impact and value for their clients. The firm takes a top-down, macro approach, providing portfolio construction for the client and hiring third-party managers to construct asset portfolios in line with Wilshire’s broad investment mandate. | Finance |
University of Pittsburgh
University of Pittsburgh Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wilshire Private Markets Group
Wilshire Private Markets Group Investment ManagersFinance Wilshire Private Markets Group invests globally in offering clients with customized non-discretionary advisory services and discretionary private markets solutions across the private equity, private debt and real assets sectors. | Finance |
Jeffrey Slocum & Associates, Inc.
Jeffrey Slocum & Associates, Inc. Investment ManagersFinance Provides investment consulting services for institutional funds | Finance |
Pacific Financial Group LLC
Pacific Financial Group LLC Investment ManagersFinance TPFG monitors the models for changes the institutional strategists make to the allocation or securities held in the model, they are responsible for implementing the transactions for the accounts on the platform. The firm uses the latest academic research, investment solutions and technology innovations in their process. | Finance |
















