Josh Walshe

Josh Walshe

Manager of PWM Research and Consulting Services

Chicago skyline

About Josh

Joshua Walshe leads traditional manager research and due diligence for William Blair’s Consulting Services team. He is dedicated to working collaboratively with advisors in the areas of investment policy, asset allocation strategy, manager selection, portfolio construction, and implementation. Josh previously held investment management roles at First Command Financial Services, The Bank of New York Mellon, and Lockwood Financial Services. Josh is a CFA charterholder and CFA Society Chicago member.

About William Blair

William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*

William Blair Emblem
1935

Year William Blair was founded

Icon of three people
+2,100

Employees worldwide

Dollar sign icon
+108 billion

Client assets

Handshake icon
87 Years

Independent and employee-owned

Globe icon
20+

Offices worldwide

Checklist icon
+700

Companies under coverage

As of June 30, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

More about William Blair affiliated entities

Ready to start a conversation? Contact us today.

This content is for informational and educational purposes only and not intended as investment advice or a recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor's objectives, guidelines, and restrictions.

Copyright © 2022 William Blair & Company, L.L.C. | Privacy Terms

Are you sure you want to leave?

Information contained on the internet is not subject to William Blair & Company's control or review, and may not be accurate.

For disclosure information, please visit www.williamblair.com/disclosures