Josh Rowe

Josh Rowe is Principal at Homrich Berg, based in Baltimore, Maryland, where he drives investment strategy, research, and portfolio management for high-net-worth clients and family offices. He is recognized for shaping allocations across both public and private markets, with a particular focus on private equity and alternative investments, bringing institutional-level insight to client portfolios.

Before joining Homrich Berg in January 2025, Josh was Co-Chief Investment Officer and Director of Research at WMS Partners, where he led multi-asset class strategy and due diligence, and previously served as Portfolio Manager at Orinda Asset Management, gaining experience in diversified portfolio construction and risk management. He also serves as a Lecturer at The Johns Hopkins University, sharing his expertise in finance and investment strategy.

Josh holds a PhD in Economic History from Princeton University and a Bachelor of Arts in History from The Johns Hopkins University, along with the CFA charterholder designation. He is noted for his leadership in family office advisory, asset allocation, and private investment due diligence, as well as his contributions to research on private markets investment trends.