Josh Freedman, CFA

Managing Director

Josh is a Managing Director at Robertson Stephens Denver office. After more than 30 years in the finance industry, he has seen many different investment strategies employed by multiple firms. He believes that the holistic approach, investment philosophy, and the services our team provides are the best way to ensure clients’ financial well-being and peace of mind.

Prior to Robertson Stephens, Josh was a Chief Operating Officer at Ratio Wealth Group. Josh has worked in just about every aspect of the asset management business – from trading and securities research to compliance and operations. Before joining Ratio Wealth Group, Josh was Chief Operating Officer and Chief Compliance Officer for several independent investment advisors, most recently Ballast Equity Management, LLC. He has experience in investment research and portfolio management in both the equity and fixed income markets and began his career in client service and sales and marketing.

Josh holds a Bachelor of Business Administration degree from the University of San Diego and a Master’s in Business Administration, with a specialization in Finance, from the University of Denver. He is a CFA charter holder and a member of the CFA Institute and CFA Society Colorado. Josh is a dedicated, if slow, swimmer and runner. He and his wife enjoy spending time with their adult sons, traveling and being in the mountains to ski, ride, and hike whenever they can.

Connect With Josh