Josh Persky
Founder & CEO at Briefcase Pty Limited- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Greater Sydney Area, AU
Languages
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Hebrew -
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Bio
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Experience
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Briefcase
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Australia
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Financial Services
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1 - 100 Employee
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Founder & CEO
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Nov 2022 - Present
Founded in 2022, Briefcase combines institutional grade asset allocation capabilities with direct indexing & personalized portfolio technology, helping institutional investors, family offices, financial advisers & their clients achieve their long term investment goals. Our approach is versatile, powerful & personalised. Founded in 2022, Briefcase combines institutional grade asset allocation capabilities with direct indexing & personalized portfolio technology, helping institutional investors, family offices, financial advisers & their clients achieve their long term investment goals. Our approach is versatile, powerful & personalised.
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BlackRock
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United States
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Financial Services
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700 & Above Employee
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Director, Head of Model Portfolio Solutions - Australia
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Jan 2021 - Nov 2022
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Head of Model Portfolio solutions Australia
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Jun 2015 - Jan 2021
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RiskMetrics Group (part of MSCI Inc.)
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Greater New York City Area
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Risk Analytics Sales Consulting
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Sep 2010 - Jun 2015
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Westpac
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Australia
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Banking
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700 & Above Employee
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Relationship Manager
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Jan 2007 - Oct 2010
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AstraZeneca
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United Kingdom
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Pharmaceutical Manufacturing
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700 & Above Employee
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Medical representative
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May 2004 - Dec 2006
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Education
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1998 - 2003
UNSW
Science
Community
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