Joshua Cheng

Director of Operations

Josh began his career as a financial counselor in San Francisco, CA, USA. After several years, he moved to Boston, MA, USA and worked in the banking and healthcare industries in analytical and operational roles. In 2010, he met Dave and joined his multi-family office, where he helped build out the investment infrastructure, processes and portfolios for clients. Missing the warm weather and family, he moved back to California and worked as a financial consultant for a boutique asset management firm while serving as COO and co-founder for a tech startup, tackling inventory and supply management issues for small businesses. Josh brings his operational management expertise, deep understanding of financial investments and markets, and history with nimble organizations to Kore Alliance®.

Josh received his B.S. from the University of California, Berkeley, where he graduated with honors while studying business administration at the Haas School of Business. He is a Chartered Financial Analyst®.

Josh and his wife, Rema, live near San Francisco, CA, USA and have two children. Josh enjoys basketball, strategy board games, financial literacy education and deal hunting. He is also actively involved in his local church and serves on the board of Freedom Mission.

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