Josh Lawrence joined the team as an Investment Analyst in 2020. Josh is the lead analyst for all of our investment and KiwiSaver funds, our inhouse Model Portfolios, and contributes to the construction and maintenance of client investment portfolios. He is responsible for the construction and maintenance of our inhouse software tools and is a member of the Keystone Advice Group Investment Committee.
Josh graduated the University of Auckland with a Bachelor of Commerce majoring in Finance and Accounting. He has also sat and passed Level 2 of the CFA Program and is currently studying for Level 3.
Josh is passionate about sports and in his spare time can be found riding the rollercoaster that is the New Zealand Warriors, or out on the tennis court trying to execute the perfect drop shot.
Mobile: 021 297 8139
Email: josh [at] keystoneadvice [dot] co [dot] nz