Assistant Vice President, Direct Client Investments
Josefa supports the daily oversight and management of client portfolios and investment offerings in equity, investment grade and high yield fixed income, municipals and closed-end funds.
Josefa joined Fiera Capital in September of 2016 as an Associate in the Direct Client Investments group. Prior to joining Fiera Capital, Josefa worked at Legal & General Investment Management America, managing relationships for their institutional client base across fixed income, liability-driven investment strategies and equity index strategies. Josefa also worked at Bank of America Merrill Lynch in the Fixed Income Capital Markets group, where she assisted in the origination, structuring and execution of investment grade debt transactions for corporate Fortune 500 companies.
Josefa received her BS in Finance in 2010 from Lehigh University and her MBA from the University of Virginia’s Darden School of Business in 2015.
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