Josh Benchetrit, CFA, CPA, CIPM

As Principal & Portfolio Manager, Private Wealth, Josh’s responsibilities include the construction and management of diversified investment portfolios and reviewing investment products for Westcourt’s clients. Josh is registered as a Portfolio Manager (Advising Representative) and a Dealing Representative.

Prior to joining Westcourt, Josh was an executive at two of the country’s largest single-family offices, and a member of the Investment Committee. In this role, he was responsible for building the investment framework covering all major asset classes and geographies.

Josh started his career working in public accounting for a major accounting firm, primarily focusing on audits of financial services clients. He has also held operational finance positions at various leading businesses.

Josh earned a Bachelor of Business Administration (BBA) degree from the Schulich School of Business. He is a Chartered Financial Analyst (CFA®) Charterholder, a Chartered Professional Accountant (CPA, CA), and holds the Certificate in Investment Performance Measurement (CIPM) from the CFA Institute.

Josh is married with children and is an avid tennis player.