Josh is responsible for significant aspects of portfolio analytics and security selection within Tidal Creek Capital.  He is the lead Portfolio Manager for our Magnolia Strategy and has material input to overall firm portfolio strategy.  After completing his B.S. in Engineering at North Carolina State University, Josh undertook a demanding Masters program in Biosystems Engineering as part of a National Fellowship for Engineering at Auburn University.  Josh holds a Series 65 Uniform Investment Advisor license and is beginning his candidacy as a Chartered Financial Analyst (CFA).