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Joshua Aaron Olds
Plus aucun poste en cours
Profil
Mr. Joshua A. Olds, CFA, is a Partner at New Potomac Partners LLC.
He has over ten years of experience in the investment industry and over eighteen years of experience in the financial services industry.
Mr. Olds was previously a portfolio manager at Johnston Lemon Asset Management.
He is a graduated with a Bachelor of Arts in Economics and a minor in Mathematics from the University of Pennsylvania.
He is a Chartered Financial Analyst and a member of the CFA Society of Washington, D.C.
Anciens postes connus de Joshua Aaron Olds
| Sociétés | Poste | Fin |
|---|---|---|
New Potomac Partners LLC
 New Potomac Partners LLC Investment ManagersFinance NPP mainly utilizes a mix of stocks, bonds and ETFs to achieve their client's goals. The firm uses a top-down analysis to determine sector weightings and bottom-up analysis stock selection. | Gestionnaire de Portefeuille-Actions | 01/10/2024 |
Johnston Lemon Asset Management, Inc.
 Johnston Lemon Asset Management, Inc. Investment ManagersFinance Johnston Lemon' Asset Management's (JL) portfolios consist of large and mid-cap companies with risk characteristics similar to the S&P 500 index. Rather than stress a style that may spend many periods of time out of favor, they build portfolios that have market-like characteristics. Within that framework, they stress those companies that they believe are doing the best job at creating value for their shareholders. The firm begins with in-depth research on companies using a variety of cash flow screening tools. They focus on cash flow returns rather than the traditional measures of profitability. For fixed-income, JL purchases only publicly traded investment grade bonds. Fixed-income portfolios are targeted to have an intermediate-term average maturity. Their goal is to preserve their clients' capital as much as possible without giving up the advantages of stable income, higher current yield and appreciation potential that long-term bonds afford. Within this context, average maturities change based on the client's individual needs and their analysis of the economy. The firm stresses sectors that they believe are most attractive based on historical norms and typically hold shorter-term securities to maturity. | Gestionnaire de Portefeuille-Actions | 01/12/2014 |
The Jewish Federation of Greater Washington, Inc.
 The Jewish Federation of Greater Washington, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a foundation serving Jewish households | Directeur/Membre du Conseil | - |
Formation de Joshua Aaron Olds
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
92
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Johnston Lemon Asset Management, Inc.
Johnston Lemon Asset Management, Inc. Investment ManagersFinance Johnston Lemon' Asset Management's (JL) portfolios consist of large and mid-cap companies with risk characteristics similar to the S&P 500 index. Rather than stress a style that may spend many periods of time out of favor, they build portfolios that have market-like characteristics. Within that framework, they stress those companies that they believe are doing the best job at creating value for their shareholders. The firm begins with in-depth research on companies using a variety of cash flow screening tools. They focus on cash flow returns rather than the traditional measures of profitability. For fixed-income, JL purchases only publicly traded investment grade bonds. Fixed-income portfolios are targeted to have an intermediate-term average maturity. Their goal is to preserve their clients' capital as much as possible without giving up the advantages of stable income, higher current yield and appreciation potential that long-term bonds afford. Within this context, average maturities change based on the client's individual needs and their analysis of the economy. The firm stresses sectors that they believe are most attractive based on historical norms and typically hold shorter-term securities to maturity. | Finance |
University of Pennsylvania
 University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Jewish Federation of Greater Washington, Inc.
The Jewish Federation of Greater Washington, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a foundation serving Jewish households | Commercial Services |
New Potomac Partners LLC
New Potomac Partners LLC Investment ManagersFinance NPP mainly utilizes a mix of stocks, bonds and ETFs to achieve their client's goals. The firm uses a top-down analysis to determine sector weightings and bottom-up analysis stock selection. | Finance |
