Josh Metz Email & Phone Number
Managing Director, Head of Wirehouse and Platform Distribution @ KKR
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Josh Metz Location
- Chicago, IL, US
Josh Metz Work
- Managing Director, Head of Wirehouse and Platform Distribution @ (January 2025 - Present)
- Director, Head of Wirehouse and Platform Distribution @ (January 2023 - January 2025)
- Director, Central Division Regional Director, Private Wealth Partners @ (January 2022 - December 2022)
- Director, Relationship Manager, Private Wealth Partners @ (July 2020 - December 2022)
- Executive Director, Morgan Stanley Investment Management @ (January 2020 - July 2020)
- Vice President, Morgan Stanley Investment Management @ (June 2017 - January 2020)
- Vice President, Internal Specialist, Wealth Management - Alternative Investments @ (January 2017 - June 2017)
- Assistant Vice President, Internal Specialist, Wealth Management - Alternative Investments @ (January 2016 - January 2017)
- Manager, Internal Specialist, Wealth Management - Alternative Investments @ (January 2015 - January 2016)
- Sales Associate, Wealth Management - Alternative Investments @ (March 2014 - January 2015)
- Senior Analyst, Global Markets Intelligence - Healthcare Sector @ (January 2012 - March 2014)
- Analyst, Global Markets Intelligence - Healthcare Sector @ (June 2010 - January 2012)
- Phone and Trading Floor Clerk (Intern) @ Area International Trading - NYMEX (June 2009 - August 2009)
- Financial Analyst Intern @ (June 2008 - August 2008)
- Accounting Intern @ (June 2008 - August 2008)
Josh Metz Education
- Indiana University - Kelley School of Business
Bachelor of Science in Business (Accounting and Finance)
- john cabot university
Josh Metz Skills
- Alternative Investments
- Financial Services
- Strategic Sales Initiatives
- Private Equity
- Hedge Funds
- Business Development
- Technical Analysis
- Investment Management
- Data Analysis
- Microsoft Office
- Bloomberg Terminal
- PowerPoint
- Salesforce.com
- Microsoft Excel
- Private Credit
- Real Estate Private Equity
- Investor Relations Support
- Financial Market Research
- Corporate Advisory
- Equity Trading Analysis
- Shareholder Surveillance
- FactSet
Josh Metz Summary
- Josh Metz, based in Chicago, IL, US, is currently a Managing Director, Head of Wirehouse and Platform Distribution at KKR. Josh Metz brings experience from previous roles at KKR and Morgan Stanley. Josh Metz holds a Bachelor of Science in Business in Accounting and Finance @ Indiana University - Kelley School of Business. With a robust skill set that includes Alternative Investments, Financial Services, Strategic Sales Initiatives, Private Equity, Hedge Funds and more. Josh Metz has 3 emails and 1 mobile phone numbers on RocketReach.
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