Joshua Bogen, CFA ESG
Joshua Bogen, CFA ESG
Director, Managed Accounts Strategies
Intermediary Distribution Team

PROFILE

Joshua Bogen is the director of managed account strategies at Loomis, Sayles & Company. He joined Loomis Sayles in 2019 from McDonnell Investment Management, where he was a vice president and director of distribution, responsible for leading the company’s sales and marketing efforts and expanding the firm’s reach in the retail and institutional markets. Previously, Joshua was a national sales manager for the independent and RIA channels at Natixis Investment Managers. In this role, he was responsible for gross and net sales, hiring and managing external wholesalers and setting overall sales strategy. During his 17-year tenure with Natixis, Joshua also held the positions of divisional sales manager and managing regional director in which he covered various demographic areas across multiple business channels. He earned a BA in International Management from Gettysburg College and an MBA from Wake Forest, Babcock School of Management. Joshua is a member of the Investment Management Consultants Association and attained IMCA’s certification for Endowments and Foundations through the Wharton School of Business. He holds the Certificate in ESG Investing from the CFA Institute.