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Josh oversees investment strategy and deal sourcing in addition to leading Ovation's portfolio management team. He is a member of the Investment Committee.
Josh joined Ovation Partners in March 2016 after more than 13 years as senior vice president in Capital One’s Specialty Finance Lender Group, which provides capital and banking services to non-bank financial institutions. During his tenure at Capital One, Josh focused on new market and business development, portfolio management, and serving consumer and commercial finance companies, tax lien investors, marketplace loan investors, factoring companies, equipment leasing companies, and other niche financial services firms. He was instrumental in growing the division’s book of business from $300 million to more than $3 billion in AUM. Prior to his most recent management role at Capital One, Josh held numerous other positions, including senior relationship manager where he originated, structured, and closed more than $1 billion in credit facilities across the specialty finance sector; credit analysis manager where he built a credit underwriting functional group to support Capital One’s commercial banking efforts in Texas; portfolio manager where he oversaw and monitored a specialty finance loan portfolio; and senior credit analyst where he underwrote commercial loans. Josh holds a Bachelor of Science in Finance from Louisiana State University and is an alumnus of the Harvard Business School General Management Program.