Neil Joshi, CFA

Neil Joshi is an Investment Analyst on the Kestra Investment Management team. Before joining Kestra Investment Management, Neil was a Content Manager at Spectra Holdings, focusing on driving deal flow for a private debt fund that specializes in commercial real estate. Previously in his career, Neil served as a Content Manager at GLG, where he focused on driving insights for an institutional investor audience across semiconductors, enterprise software, and cybersecurity.

Neil brings a distinguished background in translating complex f inancial concepts into compelling narratives. He brings diverse experience across venture capital, compliance, and investment analysis.

Neil received his B.S. in Management Science at UC San Diego and his MBA with a Finance concentration from Syracuse University. He is a CFA Charterholder and member of the CFA Society of Austin.