Joshua Milrad
Tampa,FL
Summary
Fixed income sales professional with experience spanning institutional and retail fixed income desks, specializing in RIA relationship management, portfolio strategy, and market communication. Currently a Vice President covering 25 RIA firms, including multi-billion-dollar advisors, providing market intelligence, trade execution, and portfolio management guidance across corporate, municipal, and government securities. Proven ability to translate complex macroeconomic and credit developments into actionable investment insights and drive client engagement across changing rate environments.
Overview
4
4
years of professional experience
Work History
Vice President, Fixed Income Trading
Raymond James
Saint Petersburg
02.2023 - Current
- Manage and expand relationships with 25 registered investment advisor (RIA) firms, including multiple multi-billion-dollar asset managers, serving as the primary point of contact on the institutional fixed income desk by providing market intelligence, trade ideas, portfolio management guidance, and bond execution
- Lead the full trade lifecycle for RIA clients across corporate, municipal, and government securities, from trade idea generation through execution, partnering with the institutional fixed income desk and across-the-street counterparties to deliver competitive pricing and efficient execution.
- Engage in portfolio management for RIA clients, focusing on duration, credit exposure, and income optimization amid shifting macro and rate environments, while navigating complex client scenarios requiring tailored fixed income solutions.
- Drive fixed income trading activity and revenue generation across RIA relationships against annual sales and production targets, contributing to growth in annualized revenue from approximately $1.2M to $3.6M through expanded client engagement and increased trading flow.
- Publish weekly fixed income market commentary distributed to hundreds of financial advisors across the RIA channel, while leading client presentations on market updates and translating complex macroeconomic and credit themes into clear, actionable insights in high-pressure, client-facing environments.
Associate, Fixed Income Strategist
Raymond James
Saint Petersburg
06.2022 - 02.2023
- Served on the retail fixed income desk supporting the fleet of Raymond James financial advisors with macroeconomic and interest rate analysis, providing fixed income portfolio management guidance and trade ideas across shifting interest rate environments.
- Supported senior strategists in developing fixed income market commentary and preparing client presentations distributed to thousands of financial advisors, synthesizing macroeconomic, interest rate, and credit market developments into clear client-facing insights.
- Conducted fixed income portfolio reviews with financial advisors and helped develop new investment strategies aligned with client objectives and the prevailing fixed income market environment.
- Worked closely with traders and underwriters on the fixed income desk to evaluate market opportunities and drive sales initiatives across fixed income products and investment strategies.
Education
Bachelor of Science - Finance
University of Central Florida
Orlando, FL08.2020
Skills
- Series 7
- Series 66
- Series 52
- Bloomberg
- Tradeweb Platform
Timeline
Vice President, Fixed Income Trading
Raymond James
02.2023 - Current
Associate, Fixed Income Strategist
Raymond James
06.2022 - 02.2023
Bachelor of Science - Finance
University of Central Florida