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Josh Shaffer, CFA

Josh Shaffer, CFA

Summer Analyst

Followers of Josh Shaffer, CFA1000 followers
location of Josh Shaffer, CFAColumbus, Ohio Metropolitan Area

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  • Timeline

  • About me

    Director of Research @ BXE Capital | CFA, Investment Management

  • Education

    • Miami University

      2006 - 2010
      B.S. Finance

      Graduated with Honors in Finance. Minored in Statistics and Economics.

  • Experience

    • Goshen Investments

      May 2009 - Aug 2009
      Summer Analyst

    • SCS Financial

      Jun 2010 - Feb 2015
      Senior Analyst

    • Elmrox Investment Group

      Mar 2015 - Feb 2016
      Analyst

    • Graystone Consulting from Morgan Stanley

      Mar 2016 - Jun 2017
      Institutional Consultant

    • Halite Partners

      Jun 2017 - Feb 2019
      Director of Research

    • Whitney Peak Capital

      Mar 2019 - Jun 2021
      Vice President

    • BXE Capital

      Oct 2021 - now
      Director of Research

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      Jun 2014