About
Joshua Cagan is currently an Analyst at First Manhattan Securities LLC in New York, NY, where he holds the title of Registered Representative. In this role, he supports the firm's investment decision-making processes and client services, working from their 399 Park Avenue headquarters.
Cagan's professional registrations began in 2023, and he is registered with FINRA, having passed the Series 63 exam. While the specific investment sectors or asset classes he covers at First Manhattan are not publicly disclosed, his responsibilities typically include analysis and reporting in support of senior investment professionals and clients.
Prior to joining First Manhattan Securities LLC, Cagan is reported to have experience at another financial firm, though the public sources do not specify the role or firm name. He is a graduate of Franklin & Marshall College, which provides a strong academic foundation for his analytical responsibilities within the investment industry. No further notable achievements or contributions are reported in publicly available sources.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| First Manhattan | Analyst | Unknown to Present | — |
| ATLAS SP Partners | Unknown to Present | — |
Education
Franklin & Marshall College
2018 — 2022
2014 — 2018
Others at First Manhattan Co. LLC. (15)
| Name | Role | Location |
|---|---|---|
| Partner, Portfolio Manager | New York, NY , United States | |
A Adam Wolf | Analyst | New York, NY , United States |
D Dickson Pau | Research Analyst - Associate | New York, NY , United States |
J Jeremy Chase | Analyst | New York, NY , United States |
L Len Berman | Partner | New York, NY , United States |
| Research Analyst Vice President | New York, NY , United States | |
M Michael Gasner | Partner | New York, NY , United States |
M Michael Kelter | Partner, Portfolio Manager | New York, NY , United States |
| Equity Analyst | New York, NY , United States | |
| Analyst | New York, NY , United States |
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| Name | Role | Fund | Location |
|---|---|---|---|
| Partner | Steward Partners Investment Advisory, LLC | Suffolk, VA , United States | |
| Associate | Steward Partners Investment Advisory, LLC | Milwaukee, WI , United States | |
| Partner | Summit Trail Advisors, LLC | New York, NY , United States | |
B Brandon Woods | Principal | Summit Trail Advisors, LLC | New York, NY , United States |
| Portfolio Manager | Select Equity Group, L.P. | New York, NY , United States | |
A Aldo Eysaman | Associate Analyst | Select Equity Group, L.P. | Seattle, WA , United States |