In both his academic and professional careers, Josh has cultivated a deep expertise in investment research, including areas of individual stock analysis and macroeconomics. On behalf of CornerCap clients, he leverages his research findings to guide stock selection within client portfolios and the CornerCap mutual funds.  While Josh’s research findings are applied across the broad range of CornerCap portfolios, he specializes in the CornerCap Small Cap mutual fund in which many clients are invested.

Education and Accreditation

• BS, Finance – Mississippi State University
• MBA – Georgia Institute of Technology
• Chartered Financial Analyst (CFA) Charterholder
• Member, CFA Institute
• Member, CFA Society Atlanta

Why did you choose to join CornerCap?

After interning at CornerCap for a summer, I knew that the firm’s investment philosophy and its encouragement of intellectual curiosity made it a unique place. But as much as I was drawn to the quantitative analysis that underpins our investment decisions, I joined the firm and have stayed for so many years because of the incredible people I get to work with here each day.

How do you encourage clients to frame their financial picture?

The role I play doesn’t often interface directly with clients, but I take pride in guiding the research that fuels their portfolio decisions.  This work, while behind-the-scenes, is critical to keeping our clients’ financial visions on track; every buy-sell decision we recommend based on our research signals is directed at protecting our clients’ financial futures.

How do you spend your time outside of the office?

Most of my time is spent with my wife, Shannon, and our two children. I stay active with exercise, golf, deep-sea fishing and enjoy some less active time watching sports of just about any kind.

What’s been the highlight of your career to date?

Playing an integral role in the continued success of our Fundametrics® research process is incredibly meaningful because there’s literally no other place where I could contribute so directly and immediately to this proprietary research methodology.

What’s your favorite book, and how did it shape your thinking?

Hands down, it’s Thinking, Fast and Slow, by Daniel Kahneman. It’s a dense read, but this book gave me insight into how and why others think the way they do.  This new perspective has altered the way I approach many facets of life now – from my investment research to personal relationships.