Author: Josh Harris

Josh Harris is Vice President of Growth & Business Development at Alphathena, an AI-enhanced direct indexing and portfolio management platform built for RIAs and enterprises. He leads strategic partnerships and enterprise growth, helping firms bring tax-efficient personalization in-house through long/short direct indexing, automated tax-loss harvesting, asset location, and open-architecture custodian integrations. Prior to Alphathena, Josh worked at MSCI, where he focused on index and analytics solutions for asset managers and wealth platforms, developing deep expertise in benchmarks, factor research, and systematic investment strategies. Earlier in his career, he held roles at Savant Wealth Management and CAPTRUST, working directly with advisors and clients across portfolio construction and financial planning. Josh operates at the intersection of investment infrastructure and advisor technology, focused on helping firms scale personalized investing efficiently and profitably.