Josh Margolis
Trading-Equity at Martingale Asset Management LP
Profile
Mr. Joshua S.
Margolis, CFA, is a Senior Vice President & Co-Director of Trading at Martingale Asset Management LP.
He is also a member of the Brokerage Committee.
He handles trading and trade cost research.
He also manages performance measurement and analytics.
Prior to joining Martingale in 2002, Mr. Margolis held positions in finance and marketing at Customer Dialogue Systems U.S.
and Liberty Funds Group, LLC.
He received his B.A.
in Economics from The Johns Hopkins University.
He is a CFA charterholder and a member of the Boston Security Analysts Society.
Josh Margolis active positions
| Companies | Position | Start |
|---|---|---|
Martingale Asset Management LP
 Martingale Asset Management LP Investment ManagersFinance Martingale Asset Management LP (Martingale) is an independent, privately held registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1987 by Arnold Wood, Patricia O’Connor and William (Bill) Jacques. Martingale offers investment advisory and supervisory services to separately managed accounts and to private pooled investment funds open to qualified investors. | Trading-Equity | 2003-12-31 |
Former positions of Josh Margolis
| Companies | Position | End |
|---|---|---|
Customer Dialogue Systems BV
 Customer Dialogue Systems BV Packaged SoftwareTechnology Services Customer Dialogue Systems BV provides online financial planning software for the financial services industry. The private company is based in Leuven, BE and has subsidiaries in the United States. | Corporate Officer/Principal | - |
Liberty Funds Group, Inc.
 Liberty Funds Group, Inc. Investment ManagersFinance Founded in 1981, Liberty Funds Group, Inc. is a fund-of-hedge funds manager headquartered in Colleyville, Texas. The firm is registered as a Commodity Pool Operator (CPO) and Commodity Trading Advisor (CTA) with the Commodity Futures Trading Commission (CFTC) and National Futures Association (NFA), and is also registered with the State of Texas as an Investment Advisor. | Corporate Officer/Principal | - |
Training of Josh Margolis
| The Johns Hopkins University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Martingale Asset Management LP
Martingale Asset Management LP Investment ManagersFinance Martingale Asset Management LP (Martingale) is an independent, privately held registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1987 by Arnold Wood, Patricia O’Connor and William (Bill) Jacques. Martingale offers investment advisory and supervisory services to separately managed accounts and to private pooled investment funds open to qualified investors. | Finance |
Liberty Funds Group, Inc.
Liberty Funds Group, Inc. Investment ManagersFinance Founded in 1981, Liberty Funds Group, Inc. is a fund-of-hedge funds manager headquartered in Colleyville, Texas. The firm is registered as a Commodity Pool Operator (CPO) and Commodity Trading Advisor (CTA) with the Commodity Futures Trading Commission (CFTC) and National Futures Association (NFA), and is also registered with the State of Texas as an Investment Advisor. | Finance |
Customer Dialogue Systems BV
Customer Dialogue Systems BV Packaged SoftwareTechnology Services Customer Dialogue Systems BV provides online financial planning software for the financial services industry. The private company is based in Leuven, BE and has subsidiaries in the United States. | Technology Services |
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