Josh is a partner in Oliver Wyman’s Financial Services practice, focusing on the asset management and insurance industries.
With more than 20 years of experience as both a consultant and an investment professional, he brings a broad perspective to complex strategic, investment, and risk challenges.
My experience advising senior leaders has shown me that data alone isn’t enough—how information is framed and visualized is vital. Telling a clear, engaging story with data drives real impact and better decisions
His work spans portfolio construction for institutional investors, enterprise risk management for balance sheet lenders, and go-to-market and product strategy for global asset managers. He has also explored how insurers can use crypto assets and Web3 technologies to support future growth.
Josh combines deep expertise in investment and risk management with a strong understanding of competitive dynamics across asset management. This allows him to connect strategic ambition with practical execution and help clients develop solutions that are rigorous, relevant, and workable.