Managing Director, Client Management @ (January 2016 - January 2019)
Managing Director and Senior Financial Consultant @ (January 2014 - January 2016)
VP, Senior Portfolio Manager @ (January 2008 - January 2014)
Regional Vice President - ETFs @ (January 2007 - January 2008)
Portfolio Consultant - ETFs @ (January 2006 - January 2007)
Senior High Pastor @ (January 2003 - January 2005)
Josh Betts Education
Moody Bible Institute
Master's of Divinity (Theology/Theological Studies)
2000-2003
Oregon State University
Bachelor's Degree (Psychology)
1995-1999
Josh Betts Skills
ETFs
Portfolio Management
Asset Allocation
Investment Management
Investment Strategies
Asset Management
Investments
Equities
Investment Advisory
Fixed Income
Wealth Management
Trading
Derivatives
Financial Markets
Josh Betts Summary
Josh Betts, based in Bellevue, WA, US, is currently a Founder | CEO | Managing Partner at Aletheian Wealth Advisors. Josh Betts brings experience from previous roles at Cornerstone Advisors, Inc., Windhaven Investment Management | Charles Schwab, Invesco PowerShares and Claymore Securities (Now Guggenheim Investments). Josh Betts holds a 2000 - 2003 Master's of Divinity in Theology/Theological Studies @ Moody Bible Institute. With a robust skill set that includes ETFs, Portfolio Management, Asset Allocation, Investment Management, Investment Strategies and more. Josh Betts has 2 emails and 1 mobile phone numbers on RocketReach.
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