Ameriprise Financial
Joshua Whitmore, CFA, currently serves as the Director of the Investment Research Group at Ameriprise Financial Services, LLC, a position held since September 2023. Prior to this role, Joshua worked as a Senior Research Analyst at LPL Financial from October 2017 to September 2023, focusing on Manager Research, Fixed Income Strategy, and Model Portfolio Management. Joshua’s career also includes experience as a Senior Associate at PwC in Deals - Valuation from December 2013 to September 2017, and as an Associate at KPMG US from August 2012 to November 2013. Joshua holds a Master's degree in Accounting from Brigham Young University.
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Ameriprise Financial
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Ameriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states.