Joshua Mandelbaum, CFA

Josh is a Vice President at 1919. His primary responsibility is as the Taxable Credit Analyst for the firm’s fixed income portfolios. He also provides analysis and expertise related to the Corporate Bond industry and is a member of the Fixed Income and 3rd Party committees.

Josh was most recently a Senior Credit Analyst with Stifel Financial assessing new trading counterparties, including municipalities, hedge funds and broker dealers. He assigned internal credit risk ratings and trading limits for hundreds of counterparties. Before joining Stifel, he was an Investment Risk Analyst with Legg Mason, managing the investment risk oversight process for over 150 global equity and asset allocation products. Prior to Legg Mason, Josh was a Fixed Income Credit Analyst covering the municipal and securitized sectors for the Federal Reserve Bank of New York.

Josh serves as a Board Member for the Hebrew Free Loan Association of Baltimore.

He received his MBA from Boston University, BS in Finance from Touro College and is a CFA Charterholder.