About
Joshua Lopes is a Senior Associate at Commonfund, based in New York, NY, where he specializes in private equity investments with a focus on business development for private market mandates across endowments, foundations, and healthcare organizations. At Commonfund's CF Private Equity unit, he helps develop solutions in asset classes such as buyouts, growth equity, secondaries, and co-investments, tailoring portfolios for institutional clients and contributing to the expansion of customized private equity strategies.
Before joining Commonfund in 2016, Joshua held roles as Internal Sales Director at Legg Mason and Internal Wholesaler at MetLife, where he gained substantial experience in investment sales and client relationship management. His expertise spans private capital markets, including illiquid alternative investments and structuring tailored investment portfolios for institutional investors.
Joshua holds a Bachelor of Science in Finance with a minor in Economics from Bryant University. He is recognized for his work in building and supporting complex private equity solutions targeting sectors such as buyouts, growth equity, and real assets for nonprofit and institutional investors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Commonfund | Associate | Mar 2016 to Present | A leading provider of customized Hedge Fund, Private Capital, Multi-Asset and Strategic Outsourced investment solutions for nonprofits (e.g., Academe, Foundations, Healthcare, etc.), and other strateg... |
| Legg Mason | Internal Sales Director | Oct 2012 to Jun 2015 | Asset Management Sales: Mutual Funds, Closed-End Funds, Separately Managed Accounts, and 529 plans |
| MetLife | Internal Wholesaler | Apr 2008 to Sep 2012 | Variable, Fixed, and Immediate Annuity Sales |
Education
Bryant University
BS, Finance; Minor in Economics
2004 — 2008
Skills & Expertise
Others at Common Fund for Nonprofit Organizations (17)
| Name | Role | Location |
|---|---|---|
| Senior Policy and Research Analyst | New York, NY , United States | |
A Anthony Manno | Associate | New York, NY , United States |
D Danielle Seitz | Associate | White Plains, NY , United States |
| Associate | New York, NY , United States | |
| Outsourced Chief Investment Officer | Seymour, CT , United States | |
| Associate | Wilton, CT , United States | |
| Analyst | Scarsdale, NY , United States | |
| Investment Portfolio Analyst, OCIO | New York, NY , United States | |
A Alexia Glynn | Analyst | New York, NY , United States |
| Investment Portfolio Analyst | Scarsdale, NY , United States |