Investment Team

Josh Arnold

Josh Arnold has been an investment advisor in Minnesota for over 40 years.

A South New Jersey Native, he has long resided in Edina. Josh graduated from Franklin and Marshall College and received a graduate degree from the University of Akron.

Since 1981, Josh has hosted the radio show “Money Talk,” providing investment insights to the local community. Josh has employed his Multi-Cap Liquid Focus strategy for most of his career.

Judd

Judd has over 16 years of industry experience. He manages the Family Endowment Portfolio, an equity strategy modelled on the traditional “60/40” approach with a risk profile that is less volatile than the broader market. Judd initially worked as an investment banker at Lehman Brothers in New York. Subsequently, Judd worked as a senior investment professional at three of the largest hedge funds in the industry (Citadel, King Street Capital and Anchorage Capital Group). He served as a member of the Board of Directors of DHT Holdings, an NYSE listed shipping company. Most recently he was a Managing Director at Neuberger Berman, where he helped manage an equity market-neutral hedge fund. He resides in Edina with his family and is a graduate of Edina High School.