Josh Stein

Analyst-Fixed Income at Breckinridge Capital Advisors, Inc.

Finance

Consumer Services

Technology Services

Profile

Mr. Joshua N.
Stein, CFA MBA, is a Senior Research Analyst at Breckinridge Capital Advisors, Inc. In his role, he performs corporate credit analysis.
He joined Breckinridge in March 2017 and has over 14 years of investment industry experience.
Prior to Breckinridge, Mr. Stein was a senior analyst for the Federal Reserve Bank of Boston focused on the insurance industry.
Before the Federal Reserve, he was a corporate credit analyst at Longfellow Investment Management.
He has also worked at S&P Capital IQ and State Street Corporation.
Mr. Stein holds a BA in economics from the University of Massachusetts, Amherst and an MBA from Boston College Carroll School of Management with a concentration in asset management.
He holds his CFA designation and is a member of the CFA Society Boston, Inc.

Josh Stein active positions

Companies	Position	Start
Breckinridge Capital Advisors, Inc. Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge Capital Management, Inc. (Breckinridge) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Diego, California. The firm was founded in 1993 by Peter Coffin. Breckinridge provides investment-grade fixed income portfolio management services for high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices.	Analyst-Fixed Income	2017-02-28

All active positions of Josh Stein

Former positions of Josh Stein

Companies	Position	End
S&P Global Market Intelligence, Inc. S&P Global Market Intelligence, Inc. Internet Software/ServicesTechnology Services S&P Global Market Intelligence, Inc. provides integrated financial information and technology solutions. It provides data and analytics for global financial professionals. The firm works with different client firms, including investment banks, asset management firms, private equity firms, universities, and corporations. The company was founded in 1999 and is headquartered in New York, NY.	Corporate Officer/Principal	2011-12-31
STATE STREET CORPORATION	Corporate Officer/Principal	2010-12-31
John Hancock Financial Network, Inc. John Hancock Financial Network, Inc. Investment ManagersFinance John Hancock Financial Network, Inc. provides financial services. It offers a business model and gives entrepreneurial financial professionals the power to build businesses. The company was founded on December 18, 1998 and is headquartered in Boston, MA.	Corporate Officer/Principal	2007-12-31
Longfellow Investment Management Co. LLC Longfellow Investment Management Co. LLC Investment ManagersFinance Founded in 1986 by John Ciarleglio and David Seeley, Longfellow Investment Management Co. LLC is a registered investment advisor located in Boston, Massachusetts. The firm offers discretionary investment management services primarily to US-based institutions, including banks, corporations, foundations, family offices, insurance companies, mutual funds, pension plans, Taft-Hartley plans, and not-for-profit organizations.	Analyst-Fixed Income	-

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Training of Josh Stein

University of Massachusetts	Undergraduate Degree
Boston College	Masters Business Admin

Experiences
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Linked companies

Listed companies	1
STATE STREET CORPORATION	Finance

Private companies	4
Longfellow Investment Management Co. LLC Longfellow Investment Management Co. LLC Investment ManagersFinance Founded in 1986 by John Ciarleglio and David Seeley, Longfellow Investment Management Co. LLC is a registered investment advisor located in Boston, Massachusetts. The firm offers discretionary investment management services primarily to US-based institutions, including banks, corporations, foundations, family offices, insurance companies, mutual funds, pension plans, Taft-Hartley plans, and not-for-profit organizations.	Finance
John Hancock Financial Network, Inc. John Hancock Financial Network, Inc. Investment ManagersFinance John Hancock Financial Network, Inc. provides financial services. It offers a business model and gives entrepreneurial financial professionals the power to build businesses. The company was founded on December 18, 1998 and is headquartered in Boston, MA.	Finance
S&P Global Market Intelligence, Inc. S&P Global Market Intelligence, Inc. Internet Software/ServicesTechnology Services S&P Global Market Intelligence, Inc. provides integrated financial information and technology solutions. It provides data and analytics for global financial professionals. The firm works with different client firms, including investment banks, asset management firms, private equity firms, universities, and corporations. The company was founded in 1999 and is headquartered in New York, NY.	Technology Services
Breckinridge Capital Advisors, Inc. Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge Capital Management, Inc. (Breckinridge) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Diego, California. The firm was founded in 1993 by Peter Coffin. Breckinridge provides investment-grade fixed income portfolio management services for high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices.	Finance

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