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Josh Kommer

Josh Kommer

Sr. Portfolio Manager at Truepoint, Inc.

Cincinnati, OH , United States

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

OrganizationRoleDate RangeDetails
Truepoint Wealth CounselSr. Portfolio ManagerFeb 2022 to Present
Cfa InstituteUnknown to Present
Truepoint Wealth CounselPortfolio ManagerFeb 2022 to Present
Independent Commodity TraderManaging PartnerJan 2018 to Feb 2022
Tempus Futures ManagementManaging PartnerJan 2015 to Dec 2017
Bluefin Trading LLCDerivatives TraderMar 2012 to Dec 2014
DRWDerivatives TraderJul 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)

NameRoleLocation
Ben Pantalone
Ben Pantalone
Investment AssociateCincinnati, OH , United States
Tom Bentley
Tom Bentley
PrincipalCincinnati, OH , United States
Lauren M. Niestradt, CFP®, CFA
Lauren M. Niestradt, CFP®, CFA
Sr. Portfolio Manager and ShareholderCincinnati, OH , United States

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