Joshua Davison, CIMA® Certified Investment Management Analyst® Investment & Client Operations Manager

 

 

 

 

Joshua Davison joined The Lubitz Financial Group in 2012 and has continued to develop his investment knowledge while streamlining our internal processes. As part of the management team, he works closely with the advisors and clients services to improve our client's portfolios and enhance the client experience. He manages the portfolio management operations and leads the Investment Committee on all investment research, client service, and trading decisions in the firm. In addition, he assists Linda Boone with the firm's budget and plays an integral part in the firm's technology related projects. Josh is studying to earn his Chartered Financial Analyst®, a professional designation given by the CFA Institute (formerly AIMR) that measures the competence and integrity of financial analysts. Josh has regular meetings with representatives from the mutual fund companies we utilize in our portfolios and attends industry conferences and events to stay abreast of financial topics. At only 19 years old, Josh started in the financial services industry and has been hooked ever since.

 

He has held roles with Wachovia Securities (now Wells Fargo), Morgan Stanley, and Charles Schwab prior to joining us. His experience with Charles Schwab has helped greatly improve our processes and interactions with custodians in the industry. Joshua obtained his Business Administration degree from University of Central Florida, with concentrations in Finance. During college, he played in the University's affiliated soccer team. He continues to be very active, playing soccer regularly, entering obstacle races, and other sports. He is an avid boater and enjoys spending time at the sandbar or fishing with his wife.‚Äč