Joshua Shapiro, MBA | Assistant Analyst

Josh is a member of the Retirement Plan Practice Group, a specialized team that identifies best practices and implements process improvements to maximize efficiencies for our retirement plan clients. He is also a member of the Due Diligence Group, responsible for independently sourcing investment managers, as well as monitoring recommended products and strategies.

Josh graduated cum laude from Colorado Mesa University, where he earned his Bachelor of Science in finance and a Master of Business Administration. He was a member of the Colorado Mesa University Varsity Baseball team and received RMAC All-Academic Awards each year. Josh was a member of the National Student-Athlete Advisory Committee where he advocated for student-athlete’s best interests around the country. Serving as Chair of the committee, he would speak on behalf of all 120,000+ Division II student-athletes.

During his free time, Josh enjoys hiking, golfing and enjoying the outdoors.