Joshua Houston Senior Research Analyst - Organizational Structure and Operations
Joshua is responsible for business and operational due diligence on both prospective managers and funded managers on the Progress platform. Prior to joining Progress, Joshua was a Risk and Compliance Officer at Ohana Advisors, where he was primarily responsible for conducting initial and ongoing operational due diligence. He also worked with the firm’s CCO on compliance related projects. Before Ohana Advisors, Joshua was an Investment Analyst at Kamehameha Schools supporting the investment team, performing operational due diligence reviews along with investment reporting responsibilities. In his early career Joshua held corporate accounting roles at various Bay Area companies.
Joshua received an M.S. in Accounting from the University of Southern California and a B.A. in Economics, from the University of California.