JOSH RICHTER

MANAGING PARTNER & CIO

Josh joined Ohana Advisors in 2016 and serves as Managing Partner, CIO, and chair of the Investment Committee. He is responsible for all aspects of investment management including asset allocation, manager selection and risk management. In addition to his investment leadership roles, Josh, along with John Schneider, establishes and executes the strategic objectives of the firm. Prior to joining Ohana, Josh spent 12 years at Stanford Management Company, the investment management arm of Stanford University. Most recently, Josh was Director of Public Equity, responsible for the oversight of a $7 billion globally diversified portfolio of traditional long only, long/short, and opportunistic equity funds. Prior to his role within Public Equity, Josh led all aspects of the University’s Charitable Trust program, including oversight of investment management, administration, and donor relations. He began his career at Montgomery Securities where he served in several roles within the Institutional Sales & Trading and Private Client divisions.  He received a B.S. from Cornell University and an MBA from the Tuck School of Business at Dartmouth College. Josh lives in San Francisco with his family.