As the Chief Investment Strategist at Park City Investment Solutions, Josh Flade shapes portfolio structures, evaluates manager performance, and conducts market analysis and forecasting. Josh began his career at Goldman Sachs, spending four and a half years as an associate in the Credit Research Group. There, he covered central counterparties, financial institutions, and the oil and gas industries across Central and Eastern Europe, the Middle East, and Africa. He then joined Ensign Peak Advisors, where he specialized in fixed income for two and a half years, focusing on financial institutions, real estate investment trusts, and healthcare industries. He also holds a Series 65 license.
At Park City Investment Solutions, Josh’s practice is distinguished by its client-centered approach and dedication to finding tailored solutions for each client’s needs. He emphasizes thoughtful asset allocation and outcome-oriented investment strategies to improve the likelihood of client success. Josh’s passion for finance and investing, which began during his college years at Brigham Young University, fuels his commitment to helping clients achieve financial freedom. “I enjoy seeing clients find financial freedom, allowing them the flexibility to pursue happiness,” Josh says. He believes that providing comprehensive financial solutions is key to helping clients pursue long-term financial goals.
Outside of his professional work, Josh is committed to his community. He is the past president of the Salt Lake Chapter of the BYU Management Society and the CFA Society Salt Lake. He currently volunteers as the chair of programming for the CFA Society Salt Lake and is actively involved as a youth church leader. Josh considers community involvement an essential aspect of personal and professional success and believes giving back is a fundamental responsibility.
Originally from Hailey, Idaho, Josh now lives in Draper, Utah, with his wife, two sons, and daughter. In his spare time, he enjoys reading, camping, hiking, and exploring national and state parks.