Professional Biography
Joshua Lester is an Investment Specialist at Carlson Capital Management. In this role, Joshua is responsible for monitoring and reviewing client portfolios to maintain balance across asset classes, placing trades through the custodial trading platform, and reviewing daily cash positions. He also actively supports data management, custodial relationships, and investment research for the firm.
Joshua graduated summa cum laude from Montana State University, where he earned his Honors degree and Bachelor of Science in financial engineering. He was recognized as the Outstanding Senior for the Department of Agricultural Economics and Economics. During his time at MSU, Joshua was active in the campus' Honors College, financial engineering club, the engineering honor society Tau Beta Pi, and SigEp. While in school he completed various internships and projects to support a career in investment management, including building the skills needed for constructing and analyzing diversified portfolios that consider a range of goals and leverage varied trading strategies. Prior to joining CCM, Joshua exceled in several roles that leveraged his skills in research, data analysis, and customer service and allowed him to demonstrate his genuine care for others.
Joshua grew up in Belgrade, Montana, and currently resides in Eden Prairie, Minnesota. He enjoys exploring and learning new things, playing and watching sports, and being outdoors.
