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Josh Walter

Vice President - Trading & Operations

As Vice President of Trading and Operations at Ferris Capital, Josh’s goal is to optimize, scale, and maintain the Trading, Billing, and Reporting platforms that our Portfolio Management, Client Services, and Compliance teams rely on to serve our clients’ needs. 

Prior to joining Ferris Capital, Josh spent four years as a Portfolio Associate at The Colony Group, where he was responsible for coordinating with Portfolio Managers and Wealth Advisors to construct, implement, and rebalance client portfolios. He performed daily reporting and analysis of asset allocation, investment performance, and risk exposure, and developed proprietary tools to assist with portfolio construction and risk management.  

An avid musician, Josh studied at Berklee College of Music before transferring to the University of Massachusetts, where he earned his Bachelor of Arts in Economics. 

Josh enjoys photography, jazz clubs, and go-kart racing. 

How Josh Can Help

Business Operations
Strategic Planning
Back Office Operations
Portfolio Trading
Portfolio Monitoring
Client Service
Client Reporting
Information Systems
Vendor Relations

Get In Touch

508-281-7554