Josh Varon, CFA, CFP

Josh Varon joined Mutual Series in 2021 as a client portfolio manager. As a member of the investment team, he helps communicate the current strategy, portfolio positioning and outlook to external decision makers and clients.

Mr. Varon joined Franklin Templeton in 2016 as an ETF Specialist, where he managed client relationships across the West Coast and partnered with the broader US Sales team to educate clients on Franklin Templeton's LibertyShares product line and directly engaged with financial intermediaries and investment strategists that utilize ETFs. Prior to joining Franklin Templeton, Mr. Varon work at BlackRock, where he provided consultative guidance to various Private Bank and Private Wealth Management teams on BlackRock's iShares ETF lineup. He also assisted those teams in constructing portfolios of various Mutual Fund, SMA and Alternative products. Mr. Varon also previously worked as an institutional fixed income salesman for First Empire Securities, working with various depositary institutions across the country. He began his career as a financial advisor as part of an independent financial planning practice.

Mr. Varon graduated from Binghamton University. He is a Chartered Financial Analyst (CFA) charterholder, Certified Financial Planner (CFP) and holds Series 7, 66, and 24 Licenses.