Josh Monroe

Taking the complexities and nuances of our products to create marketing content

As a member of the marketing team, I try to take the complexities and nuances of AdvisorEngine's various products to create marketing content that captures the value they can provide for clients and prospects in a clear, intuitive manner.

What brought me here

Over the years I've worked in product management and marketing roles for many different investment teams and I've always enjoyed helping financial advisors understand and analyze funds being used in certain client portfolios. AdvisorEngine presented an exciting opportunity to help advisors in new ways by focusing on many of the other things they do to provide an elevated client experience and optimize their business.

How I balance life

Outside of work I'm no different from the average chap. I love spending time with friends and family. I also enjoy reading, traveling and catching up on Netflix. I feel most present sitting in my favorite spot on a very quiet, beautiful beach in Florida.

My favorite quote

"Do what you can, with what you've got, where you are." – Teddy Roosevelt

What I want to know most in life

Is a hot dog a sandwich?

Who inspires a sense of adventure in me

Danny Ocean and Ignatius of Loyola.