Josh joined Litman Gregory in 2017 as a member of the Client Service Team. In 2019, Josh transitioned to an operations role within our Private Funds Group where he supports valuation and transaction maintenance, reporting and client paperwork preparation related to private funds. He also assists in trade execution for our Operations Team. Josh’s prior roles included Senior Investor Services Analyst at SEI Investments Company and Investment Advisor Representative at ING.
Josh.Fredricks@lgam.com | Connect on LinkedIn