Bachelor of Applied Finance and Bachelor of Actuarial Studies
Joseph joined Montgomery as a Senior Analyst in June 2018 and in 2020 was promoted to the Portfolio Manager of The Montgomery Fund and Head of Fundamental Research.
Joseph has over fourteen years’ experience in equities research, funds management and M&A. Before joining Montgomery, he was a Senior Analyst at Colonial First State Global Asset Management responsible for coverage of resources, energy, infrastructure and industrials sectors. Joseph’s prior experience includes roles in equities research at JP Morgan and at Ellerston Capital.
Joseph holds a Bachelor of Applied Finance with a degree of Bachelor of Actuarial Studies from Macquarie University.
