Meet Josh


Josh Russell researches, constructs and monitors models and portfolios for Carson as a Portfolio Manager of QBI investment strategies.

He is a prominent quantitative researcher with 15 years of experience in developing and programming algorithms and nearly a decade of industry experience with reputed investment firms.

Before joining Carson, Josh served as a VP at Franklin Templeton, where he performed quantitative factor and ESG research. He earned a Ph.D. in electrical and computer engineering from the University of California, Santa Barbara, and is a CFA Charterholder.

Josh’s primary focus at Carson is managing the quantitative process of the QBI systematic strategies and enhance these strategies through factor-based research and data automation.

Josh lives in the NY metro area with his wife, Diana, and their kids, Avalon and Ray. When not fishing and camping with the family, Josh enjoys shark diving, motorcycles, and running 100-mile marathons.


Josh is a non-registered associate of Cetera.

Favorite food:

Mexican street tacos

Best piece of financial advice Josh received:

When your income increases, save half and enjoy the other half.

Favorite quote:

"It's never too late to have a happy childhood."

If Josh could meet anyone, past or present, it would be:

Jack Kerouac

Favorite book:

“Islands in the Stream”

What motivates Josh:

Helping other people exceed their goals

Favorite holiday:


Something on Josh’s bucket list:

Sailing the Transpac race

Place Josh would most like to visit:


Biggest accomplishment:

Josh was part of a team of three that built and launched a satellite.