Joshua Fenton

Roz Hewsenian, former CIO of the Helmsley Trust, and Joshua Fenton, the new CIO, share insights from their successful leadership transition. They discuss Roz's well-planned retirement strategy and the importance of preparing a successor well in advance. Joshua recounts the conversations and changes that shaped his new role. They emphasize lessons on succession planning, mentorship, and the value of diverse team dynamics in investment management, providing practical takeaways for future transitions in the industry.