Josh Walker is a dynamic leader at Havener Capital Partners, where he serves as the Vice President and Sales Director. With a rich background in finance that began on Wall Street in 2008, Josh has cultivated a deep expertise in investment strategies and distribution channels,...
Josh Walker is a dynamic leader at Havener Capital Partners, where he serves as the Vice President and Sales Director. With a rich background in finance that began on Wall Street in 2008, Josh has cultivated a deep expertise in investment strategies and distribution channels, particularly for boutique investment managers. His passion lies in leveling the playing field within the asset management industry, empowering smaller firms to thrive amidst larger competitors.
At Havener Capital Partners, Josh spearheads initiatives that have successfully driven over $30 billion in assets under management (AUM) for his clients. His approach combines story-led sales and marketing strategies, which resonate with investors and create compelling narratives around investment opportunities. By focusing on the unique strengths of each boutique manager, he crafts tailored distribution strategies that enhance visibility and drive growth.
Josh is also dedicated to fostering a collaborative community among investment boutiques. He actively promotes enrollment in Havener's membership community, which serves as a platform for sharing insights, resources, and best practices. This initiative not only strengthens relationships within the industry but also equips members with the tools needed to navigate the complexities of the financial landscape.
With a foundation built on strong sales and marketing acumen, coupled with a commitment to alternative investments and mutual funds, Josh Walker is a pivotal figure in transforming how boutique investment managers connect with investors. His leadership at Havener Capital Partners continues to inspire innovation and growth in the asset management sector.
