Josh Young, CAIA®, CFA®
Josh Young, CAIA®, CFA®PORTFOLIO MANAGER
Over Josh’s 19 years of experience in the institutional investment industry he became increasingly concerned with the politicization of investing and the impact it had on investment products used by investors. With this concern in mind Josh joined Constitution Wealth in May 2024 to help build a next generation wealth management firm on the idea that the wisdom on which this country was founded can be applied to wealth management.
Josh earned a BA in Economics from the University of New Hampshire and a MS in Investment Management from Boston University Questrom School of Business. He earned the Chartered Alternative Investment Analyst (CAIA) designation in 2012 and became Chartered Financial Analyst (CFA) Charter holder in 2014. Josh sits on the Board of Directors of the Southwest Public Policy Institute and is a member of the CFA Society Austin.
In his spare time Josh enjoys golfing, reading history, exploring new breweries and spending time with his family.
He currently resides in Georgetown, Texas with his wife and son.
CONSTITUTION WEALTH WILL HELPYOU INVEST IN YOUR VALUES
We give you the ability to invest in projects that align with your core values and the freedom to give to causes that you are passionate about. We want to empower you to make financial decisions based on your patriotic values through an intimate relationship built on mutual core beliefs. You reap the financial benefits for years to come when you decide to invest in your values.
You will maximize your financial gain and you won’t be ashamed about how you did it. At Constitution Wealth, we pride ourselves on helping you align your money with your values. You can invest in companies that support the same
causes you do. You don’t have to work with a wealth management team that is fundamentally misaligned with your value system!
Right now, your financial investments could be creating capital for values that you do not agree with. We want to give you the resources and guidance you need to start investing in your passions and beliefs. You have the ability to start creating political and economic change once you align your values with your financial portfolio. We don’t avoid talking about beliefs, we encourage it and want to foster your passions through wealth management.
