NextBillion - An Initiative of the William Davidson Institute at the University of Michigan

As a Director, Josh manages and advises on initiatives designed to support innovators working on solutions to improve financial health, most notably the Financial Capability Innovation Fund. Josh is excited by working with diverse stakeholders to explore different approaches, strategies and products that can move the financial services industry further toward helping Americans make the most of what they have.

Josh was previously an Analyst on the Insights & Analytics team at CFSI. In this role, he conducted research to monitor and analyze emerging trends and innovations in the financial services industry. Prior to joining CFSI, Josh was a Senior Investment Analyst at Prudential Capital Group, an investment division of Prudential Financial, where he analyzed the business strategy and financial performance of middle market companies to assess their suitability for long-term, fixed rate debt investments.

When not at CFSI, Josh loves listening to new music, watching sports, and spending time with his wife and son. He earned a M.A. in Liberal Studies from Northwestern University and a B.A. in Business Administration from the Ross School of Business at the University of Michigan. His work mantra is, “Searching for new and better ways to build financial health.”