Striving to further the profession with diverse opportunities in continuing education, advocacy, ethics awareness, and networking.
Josh Berger serves as an investment director at Wellington Management, as well as the associate director of the Investment Products and Strategies Team. Working closely with the Asset Allocation Strategies Group, the product management team supports Wellington’s multi-asset investment solutions in multiple ways, including conducting analysis to inform the investment process and to ensure investment integrity; interacting with clients, prospects, and consultants to discuss specific investment approaches and investment topics; and developing new investment strategies to help meet evolving client needs. Over his tenure, Josh has worked closely with several of the firm’s technical analysis-driven investment teams and has supported and helped develop technically-driven investment strategies for over a decade.
Prior to joining Wellington Management in 2004, Josh worked as an associate in Morgan Stanley’s Institutional Equity Division. He also worked as an analyst for Strategic Decisions Group, a corporate strategy advisory firm in Boston (1997 – 2000). Josh received his MBA from Dartmouth College and his BA, with distinction, from Cornell University in biology and society with a concentration in biology and public policy (1997). Additionally, he holds both the Chartered Market Technician (CMT) and the Chartered Financial Analyst (CFA) designations. Josh is a member of the CFA Institute, the Boston Security Analysts Society (BSAS), and the CMT Association.