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Joshua Perez, CFA

Portfolio Manager and Director, Corporate Research

Josh is a portfolio manager and director, corporate research at Breckinridge. In his role, Josh is responsible for the management of Breckinridge's dividend income strategies and performing corporate credit analysis. He sits on the firm’s Investment Committee where he is jointly responsible for setting the firm’s investment outlook and the translation into portfolio strategy. He is also a member of the Stewardship Committee. Josh joined Breckinridge in 2018 and has over 13 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 and is an FSA Credential holder.