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Josh Hahn

Portfolio Manager

Josh Hahn is a portfolio manager with May Barnhard Investments, Councilor, Buchanan & Mitchell’s wealth management subsidiary. He has nearly 10 years of financial service experience including in the areas of fixed income, alternative assets, and consulting for institutional and private clients, asset liability modeling, and wealth management and consulting services. His experience includes developing capital market expectations and portfolio asset allocations, identifying individual securities for portfolio suitability, portfolio operations and compliance, facilitating asset security trades and portfolio performance reporting.

Josh works with clients and team members to review portfolio risks and performance outcomes set against benchmarks, analyzes model equity and fixed income funds for client portfolios and assists in financial planning for clients.

Professional Qualifications and Education

  • Chartered Financial Analyst, Passed Level I and II Exams
  • B.A. Finance, James Madison University

Civic and Business Associations

  • First Tee (Coach, Volunteer)
  • JMU Alumni MetroDukes (Treasurer)

Speaking Engagements: