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Josh Richardson Email & Phone Number

Sr. Client Associate - Private Equity @ CEPRES at CEPRES
Location: Dallas, Texas, United States 10 work roles 2 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
CEPRES
Role
Sr. Client Associate - Private Equity @ CEPRES
Location
Dallas, Texas, United States
Company size
74 employees

Who is Josh Richardson? Overview

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Quick answer

Josh Richardson is listed as Sr. Client Associate - Private Equity @ CEPRES at CEPRES, a with 74 employees, based in Dallas, Texas, United States. AeroLeads shows a matched LinkedIn profile for Josh Richardson.

Josh Richardson previously worked as Senior Client Associate - Private Equity at Cepres and CSM - Family Offices at Nasdaq Solovis. Josh Richardson holds Bachelor Of Business Administration - Bba, Finance from The University Of Texas At Austin.

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CEPRES

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Profile bio

About Josh Richardson

In September 2024 I started with CEPRES, a Private Markets Data & Analytics Cloud Based Solution. Stepping into a Sr. Client Associate Role on the Professional Services team, I'm currently working to increase efficiencies across regions & teams, as well as direct Client (GP&LP) project work.As a Customer Success Manager at Nasdaq Solovis for over 4 years, I worked with Family Offices to optimize their investment & reporting workflows by leveraging Solovis' data and analytics. My 4+ years at Solovis were spent growing relationships , coordinating systematic growth and efficiency gains, and working with clients to improve their research, allocation, and performance reporting processes.Before joining Nasdaq Solovis, I was a Portfolio Analytics Specialist and a Senior Consultant at FactSet, where I supported over 150 analytic users and $5MM in annual revenue, facilitated product demos and proof of concepts, trained clients and colleagues on FactSet's portfolio and quantitative suite, and assisted clients with interpreting risk and optimization reports. I have a BBA in Finance from The University of Texas at Austin and a passion for solving complex problems and delivering value to clients.

Current workplace

Josh Richardson's current company

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CEPRES
Cepres
Sr. Client Associate - Private Equity @ CEPRES
munich, bavaria, germany
Website
cepres.com
Employees
74
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10 roles

Josh Richardson work experience

A career timeline built from the work history available for this profile.

Senior Client Associate - Private Equity

Current
Cepres

Dallas, Texas, United States

Sep 2024 - Present

Csm - Family Offices

Nasdaq Solovis

Dallas/Fort Worth Area

- Grow and maintain relationships with Solovis' entire Family Office client base.- Coordinate systematic growth and efficiency gains for Family Offices within their existing Solovis access- Work with clients to optimize firm wide processes within the research, allocation, and performancee reporting portions of their workflow

Oct 2019 - Feb 2024

Portfolio Analytics Specialist

Factset

Austin, Texas, United States

• First point of contact for over 150 analytic users and $5MM in annual revenue• Facilitated product demos and proof of concepts on how FactSet’s portfolio solutions could supplement or enhance prospect's existing investment and reporting strategy• Trained both clients and colleagues on FactSet’s portfolio and quantitative suite, specifically how to run and interpret portfolio attribution, peer returns analytics, client reporting solutions, and factor-based quantitative models (both research and production models)• Assisted clients with interpreting ex-ante portfolio risk reports and using optimization tools to manage risk/return trade-off

Aug 2016 - Jun 2018

Senior Consultant

Factset

Austin, Texas Area

• Responsible for managing and maintaining client accounts totaling over $5 million ASV in Austin, Dallas, Denver, and Houston• Serve as the primary liaison between over 230 Investment Professionals and FactSet’s software platform • Assist clients in streamlining their research and analytic processes.

Oct 2015 - Jul 2016

Investment Management Consultant

Factset

Austin, Texas Area

• Responsible for managing and maintaining client accounts totaling over $5 million ASV in Austin, Dallas, Denver, and Houston• Serve as the primary liaison between over 230 Investment Professionals and FactSet’s software platform • Assist clients in streamlining their research and analytic processes.

Feb 2014 - Oct 2015

Intern

Axa Advisors

Austin, Texas Area

Sep 2012 - Dec 2012
Team & coworkers

Colleagues at CEPRES

Other employees you can reach at cepres.com. View company contacts for 74 employees →

AD Andrew Dennis Andrew Dennis Colleague at CepresDenver, Colorado, United States View → CP Constantin Plischko Constantin Plischko Colleague at CepresGreater Munich Metropolitan Area, Germany View → SB Simon Bouille, Caia Simon Bouille, Caia Colleague at CepresMunich, Bavaria, Germany View → EA Eysser Avellaneda Eysser Avellaneda Colleague at CepresEtén, Lambayeque, Peru View → EC Eddison Calisaya Eddison Calisaya Colleague at CepresPeru View → FS Fares Saadeh Fares Saadeh Colleague at CepresPalestinian Authority, Palestine, State Of View → BF Beatriz Fernández-Arias Cerezo Beatriz Fernández-Arias Cerezo Colleague at CepresGermany View → CH Cepres Hr Cepres Hr Colleague at CepresGreater Munich Metropolitan Area, Germany View → IA Ismail Akyildiz Ismail Akyildiz Colleague at CepresIstanbul, Türkiye, Turkey View → FY Flor Yurely Hermosa Pinedo Flor Yurely Hermosa Pinedo Colleague at CepresPeru View →
2 education records

Josh Richardson education

Bachelor Of Business Administration - Bba, Finance

The University Of Texas At Austin

Activities and Societies: Texas Cowboys Young Life Men's Intercollegiate Athletic Council Football Team

FAQ

Frequently asked questions about Josh Richardson

Quick answers generated from the profile data available on this page.

What company does Josh Richardson work for?

Josh Richardson works for CEPRES.

What is Josh Richardson's role at CEPRES?

Josh Richardson is listed as Sr. Client Associate - Private Equity @ CEPRES at CEPRES.

Where is Josh Richardson based?

Josh Richardson is based in Dallas, Texas, United States while working with CEPRES.

What companies has Josh Richardson worked for?

Josh Richardson has worked for Cepres, Nasdaq Solovis, Factset, The University Of Texas At Austin, and Owner Resource Group.

Who are Josh Richardson's colleagues at CEPRES?

Josh Richardson's colleagues at CEPRES include Andrew Dennis, Constantin Plischko, Simon Bouille, Caia, Eysser Avellaneda, and Eddison Calisaya.

How can I contact Josh Richardson?

You can use AeroLeads to view verified contact signals for Josh Richardson at CEPRES, including work email, phone, and LinkedIn data when available.

What schools did Josh Richardson attend?

Josh Richardson holds Bachelor Of Business Administration - Bba, Finance from The University Of Texas At Austin.

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