Joshua Kutin, CFA

[ "" ]
[ "Joshua Kutin" ]
[ ]
Head of Asset Allocation, North America

As Head of Asset Allocation, North America, Josh is responsible for research across solutions, with a focus on global asset allocation and alternatives.



  • Also serves as a senior portfolio manager for the Global Asset Allocation team
  • Prior to joining the organization in 2015, worked at Putnam Investments as a portfolio manager on the Global Asset Allocation Team
  • Has been a member of the investment community since 1998
  • Holds the Chartered Financial Analyst® designation


  • Princeton University, M.S., finance
  • Massachusetts Institute of Technology (MIT), B.S., economics; B.S., mathematics with computer science