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Joshua Gerwick, CFA, CIPM

Joshua Gerwick, CFA, CIPM

Investment Management Analyst

Followers of Joshua Gerwick, CFA, CIPM231 followers
location of Joshua Gerwick, CFA, CIPMPhoenixville, Pennsylvania, United States

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  • Timeline

  • About me

    Manager

  • Education

    • Indiana University of Pennsylvania

      2005 - 2009
      Bachelor of Arts (B.A.) Economics/Mathematics

  • Experience

    • Stewart Capital Advisors LLC

      Oct 2009 - Jun 2013
      Investment Management Analyst

      Supervisor of the trading and performance reporting area. Responsible for equity research in the financial and consumer staples sectors.

    • BNP Paribas Securities Services

      Jul 2013 - Jul 2022

      • Head of IRP and Middle Office

        May 2020 - Jul 2022

      • Head of IRP and Data Administration

        Nov 2018 - Apr 2020

      • Head of IRP and Middle Office Operations

        Feb 2018 - Nov 2018

      • Performance Analyst

        Jul 2013 - Jan 2018

    • Meradia

      Jul 2022 - now
      Consultant, Manager

  • Licenses & Certifications

    • Certificate in Investment Performance Measurement (CIPM)

      CFA Institute

    • Chartered Financial Analyst (CFA)

      CFA Institute

    • Consulting Foundations: Client Management and Relationships

      LinkedIn
      Oct 2022
      View certificate certificate