Joshua Newman, CFA Senior Investment Analyst Associate Director
Josh conducts manager research and due diligence, portfolio analysis and modeling, risk management, and assists with portfolio management duties. He also conducts macroeconomic research to help the investment team come to informed conclusions about investment topics.
Previously, Josh worked with REDF, a financial intermediary focused on social enterprise, to structure a social impact bond supporting workforce development and recidivism reduction. He is a co-author of Evolution of an Impact Portfolio: From Implementation to Results, a report on the financial and impact performance of the KL Felicitas Foundation impact investment portfolio.
Prior to joining Sonen, Josh worked in the Strategic & Sustainability Planning division of the San Francisco Public Utilities Commission, where he researched and reported on sustainability performance across the utility’s six enterprises. Josh also cofounded CO2 Impact, where he developed a carbon accounting and mitigation tool designed to help large enterprises assess their carbon footprints.
Josh earned a B.A. from Franklin & Marshall College and an M.P.A. from Presidio Graduate School. He holds the Chartered Financial Analyst (CFA) designation.