Joshua Katz, CFA
CCO, Manager of Investment Operations
Joshua Katz is CCO, Manager of Investment Operations for Affinity Investment Advisors, LLC. He has nearly 20 years of industry experience bringing a unique combination of financial, business management, and operational knowledge to the firm. His responsibilities include ensuring a strong compliance culture and adherence to the firm’s code of ethics, as well as oversight and management of the firm’s investment operations. Josh is also responsible for monthly and quarterly client reporting; GIPS performance compliance and annual GIPS verification; proxy voting for client accounts; and due diligence questionnaires. He also supports the sales and marketing efforts by helping to update and maintain marketing communications.
Prior to joining Affinity, Josh was a Senior Consultant with Linda S. Congleton & Associates performing institutional shopping mall valuations and strategic market research in the Commercial Real Estate Industry. Josh also spent 3 years at PIMCO where he was an Account Manager, Vice President, providing client relationship management for the firm’s large institutional separate account business. During this time, he was also the firm’s Long Duration Product Manager. Additionally, previous roles include working at Pacific Life Insurance in the Trade Operations department and an internship with PAAMCO while in graduate school.
Josh earned a M.B.A. from UC Irvine’s Paul Merage School of Business and a B.A. in Economics from UC San Diego. Josh holds the Chartered Financial Analyst designation and has passed the Series 3, 7 and 66 NASD Exams.
In his free time, Josh enjoys surfing, spin/cycling classes, traveling (especially to exotic surf locations), reading (anything from mystery novels to the latest business outlook), and watching independent films.