Josh Schein is President of Global Key Advisors. Josh previously developed and ran the InsideTrack® portfolios at Morgan Stanley and predecessor Citi Smith Barney from 1996 through 2014 for clients consisting primarily of public company insiders before bringing the portfolios to Global Key Advisors. The portfolios sought to quantitatively identify and track “smart” money while opportunistically developing and incorporating additional non-conventional data sources.
Josh previously began his financial industry career with Bear Stearns and Hambrecht & Quist in roles affording exposure to a range of conventional investment decision making processes which inspired the alternative methodologies he subsequently developed through InsideTrack®. Josh holds a BA summa cum laude from West Virginia University and a JD from the University of Washington School of Law where he co-founded the Pacific Rim Law & Policy Journal (https://www.washingtoninternationallawjournal.org) and published on the legality of proposed US trade sanctions under the General Agreement on Tariffs and Trade (GATT) system.
During college, Josh spent a year of language and cultural study in Varanasi India and a year in Rai Suwan and surrounding rainforest areas in northeastern Thailand as a research assistant with Yale University investigating the foraging energetics of three species of Asian honeybees on a behavioral project involving formative exposure to on-the-ground challenges in statistical data collection and analysis. Josh also spent two years working in Tokyo between college and law school and achieved oral and written fluency in Japanese, later frequently interpreting communications for Citi Smith Barney management and compliance and conducting detailed simultaneous translation of sensitive discussions involving margin limits on derivative instruments, multi-account collateralization structures, and asset recovery strategies.
Josh engages actively with organizations focused on helping startups to succeed, including serving from 2017 through the present as an intermediary- and finals-round judge and moderator for the Cleantech Open, the world’s oldest and largest VC accelerator devoted to clean technology companies. Josh is Chairman of Business Intelligence for the CleanTech Open where he is leading efforts to help the organization build and incorporate data-driven success/failure metrics into its processes.