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Research

Joshua Perez, CFA

Assistant Vice President
Analyst

Josh, assistant vice president, is a corporate credit research analyst at Breckinridge. In his role, Josh performs corporate credit analysis. Josh joined Breckinridge in 2018 and has 7 years of industry experience. Prior to joining Breckinridge, he worked at Sun Life Investment Management as a director in public fixed income credit research, where he was responsible for the energy sector. Josh also held various positions at Sun Life while participating in the company’s rotational leadership development program, including roles in investment product marketing and credit analysis. Josh received his undergraduate degree in corporate finance and accounting from Bentley University. He is a CFA® charterholder.

MOST RECENT INSIGHTS FROM Joshua Perez