Joseph Ashmore

Joseph Ashmore, CFA, is the Director of Research and a Partner at Heron Bay Capital Management, based in Bloomfield Hills, Michigan. In this role, he oversees and coordinates the firm's research team, manages investment processes, and guides the management of client portfolios. As Director of Research, Joseph is integral to shaping the firm's investment strategy and analytical frameworks.

Joseph's investment expertise spans public equities across multiple sectors, with a focus on developing deep fundamental insights and data-driven analysis to identify value opportunities. He is particularly involved in portfolio construction and risk management, ensuring alignment with client objectives and market conditions.

With over a decade of experience in the financial industry and recognition as a Chartered Financial Analyst (CFA), Joseph brings significant experience in investment management and research. His professional background includes successful leadership of research teams and an emphasis on disciplined, evidence-based investment decision making.