Education

  • Master of Accounting Science, Northern Illinois
  • Bachelor of Arts, Music, Wheaton College

Overview

Josh is a controller in the fund administration team out of CliftonLarsonAllen LLP’s Minneapolis location. Prior to joining CliftonLarsonAllen, Josh spent ten years at a global fund administration firm as well as a few years at a local public accounting firm.

As a controller in the fund administration team, he provides leadership as the main contact for specific funds. He is responsible to ensure the fund managers needs are being met and for the timely production and high quality of deliverables such as capital calls, distribution notices, accounts payable, waterfall calculations and financial and investor statements.  Josh also has experience working with investment companies and hedge funds, including managing their NAV calculations and process.

Upcoming speaking engagements

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Resources and event materials

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