Josh Persky

Josh Persky is founder and chief executive of managed portfolio service provider Briefcase. He has over 17 years’ experience in quantitative portfolio management and analytics. He founded BlackRock Australasia’s model portfolio business, growing it to $6 billion across multiple, innovative strategies in Australia and New Zealand. Previously, Josh held senior roles at MSCI and RiskMetrics in New York. In 2022, Josh launched Briefcase, Australia’s first venture-backed fintech platform for tax-efficient direct indexing and proprietary ETF-only model portfolios.