Sign in

You're signed outSign in or to get full access.

Joshua Flade

Joshua Flade

Associate Portfolio Manager at Townsquare Capital LLC

Salt Lake City, UT , United States

About

Joshua Flade, CFA, is currently the Deputy Chief Investment Officer and Portfolio Manager at TownSquare Capital LLC in Salt Lake City, Utah. In this capacity, he co-leads the investment team, chairs the investment committee, and oversees the firm's multi-asset strategies, including public equities, fixed income, ETF/mutual fund models, and private investments, with a particular expertise in fixed income and credit research.

Flade's investment focus spans global fixed income strategies and credit analysis, with deep experience in Financial Institutions, REITs, Healthcare, Oil and Gas, and Central Counterparties (CCPs), covering both developed and emerging markets. He previously held senior analyst and portfolio management roles at Ensign Peak Advisors and Goldman Sachs, where he specialized in global sector coverage and led research in both buy-side and sell-side environments.

He holds a Bachelor’s degree in Finance and Russian from Brigham Young University and is a CFA charterholder. Flade is recognized for his leadership in the investment community, having served as President of CFA Society Salt Lake and Vice President of the BYU Management Society Salt Lake Chapter, and is frequently engaged in financial education and mentoring initiatives.

Career History

OrganizationRoleDate RangeDetails
Townsquare CapitalAssociate Portfolio ManagerJul 2018 to Present
Ensign Peak AdvisorsFixed Income Investment AnalystDec 2015 to Jul 2018
Goldman SachsCredit Research AnalystJul 2011 to Dec 2015

Education

Brigham Young University

Bachelor Of Business Administration, Business Administration, Russian Language, Finance

2005 2011

Wood River High School

Skills & Expertise

Portfolio Management
Microsoft Office
Financial Modeling
Data Analysis
Bloomberg Terminal
PowerPoint
Investments
Bloomberg
Microsoft Excel
Valuation
Finance
Fixed Income
Financial Analysis
Equities
Equity Research

Others at Townsquare Capital LLC (5)

NameRoleLocation
Brandon Petterson
Brandon Petterson
Senior Investment AnalystSalt Lake City, UT , United States
J
Josh Thompson
Financial AnalystProvo, UT , United States
Mark Reyerson
Mark Reyerson
External Portfolio ManagerLos Angeles, CA , United States
Michael Folker
Michael Folker
PresidentProvo, UT , United States
Taylor Acevedo
Taylor Acevedo
Senior Fixed Income AnalystUnited States

Similar Fund Managers

NameRoleFundLocation
Garen Winn
Garen Winn
PartnerNorden Group LLCProvo, UT , United States
Seth Merrill
Seth Merrill
PartnerNorden Group LLCProvo, UT , United States
Aimee Ramsperger
Aimee Ramsperger
AnalystStrategic Investment Management, LLCPhiladelphia, PA , United States
Armin Doshireh
Armin Doshireh
Associate - Quantitative ResearchStrategic Investment Management, LLCWashington, DC , United States
Byron Mims
Byron Mims
Director, Portfolio ManagerSterling Capital Management LLCCharlotte, NC , United States
Colin Ducharme
Colin Ducharme
Executive Director and Portfolio ManagerSterling Capital Management LLCVirginia Beach, VA , United States