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About
Josh Mathisen is a Research Analyst at Taylor Frigon Capital Management LLC in Scottsdale, AZ, where he has served since April 2021. In this role, he conducts fundamental research to support the firm’s investment strategies, performing due diligence on companies, analyzing financial statements, and contributing to the construction of client portfolios.
He plays an important part in the firm's research team, supporting the identification and evaluation of investment opportunities, primarily in the equity markets. While Taylor Frigon Capital Management is broadly known for its focus on innovative growth companies across technology, healthcare, and selected industrial sectors, Josh contributes research that informs investment decisions in these and related sectors.
Josh holds a Bachelor of Arts in English, with a minor in Journalism, from the University of California, Berkeley, graduating in December 2020. He is a licensed Investment Adviser Representative (Series 65), bringing strong analytical, communication, and research skills to the team. His multidisciplinary academic background and commitment to rigorous analysis aid Taylor Frigon’s mission to identify long-term growth opportunities for their clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Taylor Frigon Capital Management LLC | Research Analyst | Apr 2021 to Present | — |
Education
University of California, Berkeley
Bachelor of Arts - BA, English
2017 — 2020
Others at Taylor Frigon Capital Management LLC (6)
| Name | Role | Location |
|---|---|---|
 | President and Chief Investment Officer | Scottsdale, AZ , United States |
 | Senior Research Analyst | San Luis Obispo, CA , United States |
 | Portfolio Manager and Client Relations | Meridian, ID , United States |
K Karen Frigon | Principal and COO | Scottsdale, AZ , United States |
| Research Analyst | Paso Robles, CA , United States | |
 | Director of Research and Economist | Scottsdale, AZ , United States |
