115 E. Micheltorena St. #100
Santa Barbara, CA 93101
Josh is a recognized content expert on the issues of fiduciary duties relating to the management and oversight of trust assets. He lectures extensively on the policies and procedures for conducting investment manager audits to CPAs, attorneys, and professional fiduciaries throughout the country. Josh is Managing Partner at Anodos Advisors and a licensed attorney. Prior to founding Anodos in 2005, Josh worked for fifteen years as an investment advisor with Mercer Advisors.
Ryan has been with the firm since its inception in 2005. Ryan holds the Chartered Financial Analyst (CFA(r)) and Certified Financial Planner (CFP(r)) designations. Ryan has 11 years of experience in monitoring the activities and risk/return experiences of investment managers. Additionally, he conducts performance attribution and other statistical analysis relevant to the investment experience. This work ensures accountability, adherence to investment parameters, and clarity of expectations between clients and their managers.