Josh Shaffer, CFA®

Josh Shaffer is Halite Partners’ Director of Research, providing detailed research to support portfolio construction, risk management oversight, and investment manager due diligence. Josh brings to Halite nearly a decade of analytical experience, and is dedicated to finding the most unique and differentiated opportunities for Halite’s client portfolios.  His expertise in long/short equity, structured credit, special situations, macro, arbitrage, and emerging markets, makes him a true asset to the investment strategy Halite presents.

Prior to the launch of Halite, Josh served as Director of Research for Graystone Consulting. He began his career at SCS Financial, a private wealth management firm with over $15 billion in assets under management and $3 billion invested in hedge fund strategies. In his role as Senior Hedge Fund Analyst, Josh screened and evaluated hundreds of prospective hedge funds per year, made asset allocation recommendations, and assisted with portfolio construction.

As an analyst at Elmrox Investment Group, Josh was a generalist who devoted most of his time to the FinTech, REIT, and consumer sectors. His focus was on establishing variant views while achieving a high success rate on the short side of the portfolio.

Josh is an honors graduate of the Miami University Richard T. Farmer School of Business and has been a CFA charterholder since 2013. Outside of the office, he enjoys any and all sports and spending time with his wife and 2 children.

Most people don’t have the information needed to navigate financial markets. We bridge that gap, and our non-conflicted business model ensures the process is done with integrity.

Josh