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About
Josh Kommer is a Senior Portfolio Manager and Shareholder at Truepoint Wealth Counsel in Cincinnati, Ohio, where he plays a key role in the firm’s investment management team. In this capacity, he is responsible for sourcing, researching, and conducting due diligence on private and alternative investments, ensuring clients’ portfolios are properly diversified and aligned with their financial goals. Josh also contributes to asset allocation strategies and portfolio management, focusing on delivering tailored investment solutions for individuals, families, and institutional clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Truepoint Wealth Counsel | Sr. Portfolio Manager | Feb 2022 to Present | — |
| Cfa Institute | Unknown to Present | — | |
| Truepoint Wealth Counsel | Portfolio Manager | Feb 2022 to Present | — |
| Independent Commodity Trader | Managing Partner | Jan 2018 to Feb 2022 | — |
| Tempus Futures Management | Managing Partner | Jan 2015 to Dec 2017 | — |
| Bluefin Trading LLC | Derivatives Trader | Mar 2012 to Dec 2014 | — |
| DRW | Derivatives Trader | Jul 2002 to Mar 2012 | — |
Education
Duke University
Bachelor of Arts, Economics, Management
1998 — 2002
Skills & Expertise
Trading
Options
Trading Systems
Electronic Trading
Proprietary Trading
Derivatives
Financial Markets
Investments
Hedge Funds
Financial Modeling
Trading Strategies
Others at Truepoint, Inc. (3)
| Name | Role | Location |
|---|---|---|
| Investment Associate | Cincinnati, OH , United States | |
| Principal | Cincinnati, OH , United States | |
| Sr. Portfolio Manager and Shareholder | Cincinnati, OH , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Portfolio Manager | Gateway Investment Advisers LLC | Cincinnati, OH , United States | |
D Daniel Beckwith | Senior Vice President, Portfolio Manager | Gateway Investment Advisers LLC | Los Angeles, CA , United States |
| Chief Investment Officer | Fifth Third Wealth Advisors LLC | United States |