Worcester Office
Joshua Boen serves as a Trader at Bartholomew & Company, where he supports the firm’s investment process through disciplined execution at the direction of advisors and ongoing portfolio oversight. He works closely with the Investment Management team to implement trades across asset classes, while monitoring portfolio positioning, cash activity, and alignment with client objectives. His role contributes to the consistency and structure required to support portfolios over time.
Joshua brings more than seven years of experience across trading and investment operations in both asset management and brokerage environments. Prior to joining the firm, he held trading and analyst roles at Natixis Investment Management and Fidelity Investments, where he was a founding member of Fidelity’s Custom SMA offering. His background includes trade execution, portfolio lifecycle management, and the development of data-driven workflows within SMA and UMA structures.
He holds the FINRA Series 7 securities registration and plans to pursue the CFA designation.
Outside of work, Joshua enjoys gaming, reading, and staying engaged with markets and investment research.