Josh Clifford, CFA, CPA, CFP®

Josh Clifford, CFA, CPA, CFP®, founded Quoinage Capital LLC, an RIA that offers traditional financial planning and investment management for individuals and investment consulting for other RIAs.

With employment and consulting experience across several RIAs, Clifford has leveraged his 14 years in the investment management industry by filling a number of roles, including wealth manager, investment strategist and external investment consultant. Prior to working with RIAs, Clifford managed multi-billion-dollar portfolios at a large mutual fund company and then worked in consultant relations, focusing mainly on investment strategy.

Clifford earned the CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board and a Chartered Financial Analyst (CFA®) charter from the CFA Institute. He is also a Certified Public Accountant (CPA) in Texas.

Credentials: 

Clifford earned a Bachelor of Arts in Economics from the University of Michigan, Ann Arbor and a Master of Professional Accounting from The University of Texas at Austin, McCombs School of Business.

Josh Clifford headshot