Joshua Mangoubi, CFA, MBA
Founder and Chief Investment Officer, Considerate Capital
Joshua is the Founder and Chief Investment Officer of Considerate Capital and Wealth Advisor to affluent families, retirees, business owners, and surviving spouses.
Prior to founding Considerate Capital, Joshua was a Partner, Portfolio Manager, and Senior Investment Analyst at Sanborn Kilcollin Partners, where he managed portfolios for pensions, endowments, family offices, banks, Fortune 500 retirement plans, and high-net-worth investors.
His investment philosophy began with a biography of Warren Buffett, which led him to Benjamin Graham and to the conviction that investing has a logic that can be learned. It deepened at the University of Chicago Booth School of Business, where he earned his MBA with High Honors and learned from two Nobel laureates: Richard Thaler in behavioral economics and Eugene Fama in market efficiency. He is a CFA Charterholder and a member of Beta Gamma Sigma.
His work focuses on helping clients make informed decisions about retirement income, investments, tax planning, Social Security, estate planning, Medicare planning, and the financial transitions that accompany major life events.
- Chartered Financial Analyst (CFA)
- MBA with High Honors, University of Chicago Booth School of Business
- Member, Beta Gamma Sigma Honor Society
- Considerate Capital
Founder and Chief Investment Officer - Sanborn Kilcollin Partners
Partner, Portfolio Manager, and Senior Investment Analyst
- Retirement income planning
- Investment and portfolio management
- Tax planning and Roth conversions
- Social Security and Medicare decisions
- Estate coordination
- The behavioral, human side of money
Planning is personal. So is the first conversation.
We work with a small number of families. The first conversation is informational only, no obligation, no pressure.