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Research

Joshua Perez, CFA

Director, Corporate Research

Josh is director, corporate research at Breckinridge. He is also a member of the firm’s Sustainability Committee. In his role, Josh performs corporate credit analysis. Josh joined Breckinridge in 2018 and has over 11 years of industry experience. Prior to joining Breckinridge, he worked at Sun Life Investment Management as a director in public fixed income credit research, where he was responsible for the energy sector. Josh also held various positions at Sun Life while participating in the company’s rotational leadership development program, including roles in investment product marketing and credit analysis. Josh received his undergraduate degree in corporate finance and accounting from Bentley University. He is a CFA® charterholder and is an FSA Credential holder.