Josh leads the Magnolia Series and shares responsibility for portfolio analytics and selection across the firm’s strategies. He works closely with Jon on the firm’s overall investment approach from security selection to portfolio construction.

Josh came to investing from engineering, and he brings some of the same habits to his current work: testing ideas against the data, monitoring and limiting costs, and planning with a margin of safety in mind. He earned a B.S. in Biological Engineering from North Carolina State University and went on to graduate study in Biosystems Engineering on a USDA Fellowship at Auburn University. He joined Tidal Creek in 2020.

Josh lives in Philadelphia, where he volunteers with MANNA, a nonprofit that cooks and delivers medically tailored meals to neighbors facing serious illness. Outside of work, he enjoys photography and playing the piano.