Joshua M. Klaetsch Investment Analyst, Real Estate Securities

Josh provides fundamental and qualitative research on publicly traded real estate companies and related entities for the purpose of recommending purchase and sale of securities. As a member of the Real Estate Securities team, he is responsible for the investment performance of portfolios within the strategy.

Josh is a CFA Level II candidate and a member of the University of Wisconsin Real Estate Alumni Association.

Professional Experience

• U.S. Bank, Commercial Real Estate Credit Risk Assessment Officer
• University of Wisconsin Applied Real Estate Securities Analysis Program,
  REIT Portfolio Manager & Analyst
• Active in the investment industry since 2006

Degrees and Designations

• Master of Business Administration in Real Estate, University of Wisconsin
• Bachelor of Arts in Economics and Business Management, Luther College
• CFA Level II candidate