Josh Yafa is director of client portfolio management for Thornburg Investment Management. In this role, Josh heads a team of portfolio specialists responsible for the external-facing articulation of investment philosophy, process, performance, and positioning to clients across all channels. Additionally, the team executes all internal-facing product management activities for the firm’s strategies.

Before joining Thornburg, Josh was a product manager covering global fixed income for Franklin Templeton Investments in San Mateo, California. At Franklin Templeton, Josh served as a client-facing proxy portfolio manager for the firm’s largest strategies. Prior to this, Josh spent five years in the private investment management division at Barclays and Lehman Brothers in San Francisco.

Josh holds an MBA from UCLA’s Anderson School of Management and a BA with honors in business economics from the University of California, Santa Barbara. He is currently registered with FINRA with a Series 7 and 66.

Charles Roth is global markets editor for Thornburg Investment Management. Prior to joining Thornburg in 2013, Charles was an assistant managing editor at Dow Jones Newswires, the Wall Street Journal’s real-time financial news and analysis division, where he oversaw its bureaus in Latin America as well as the New York–based emerging markets group. He had previously served as a senior writer in the emerging markets group, bureau chief in Venezuela, and staff reporter in Malaysia.

Charles earned BA degrees from the University of Colorado at Boulder and an MA from the Instituto Universitario de Desarrollo y Cooperación at the Universidad Complutense in Madrid, Spain. He was a Peace Corps volunteer in Mali.

Jan Blakeley Holman is director of advisor education at Thornburg Investment Management. She is responsible for identifying and creating advisor education programs that support financial advisors as they work with their clients and prospects. Jan has spent 44 years in the financial services industry. Over the course of her career, she’s served as a financial advisor, an advisor to financial advisors, and a financial services corporate executive.

Jan is a frequent presenter at broker/dealer and industry conferences where she discusses Women and Investing, Women in Transition, Longevity Planning, and Managing Legacy Wealth. She has also written numerous articles and contributed to several books on these and other financial-planning topics.

A strong believer in the importance of the financial advisor/investor relationship, throughout her career, Jan has demonstrated a passion for helping consumers understand the often off-putting language of financial services.

An avid skier, photographer, and novice silversmith, Jan’s career at Thornburg has enabled her to achieve her goal of living life “on purpose” by doing rewarding and meaningful work while enjoying the beautiful mountains of Santa Fe.

A mother of three and a grandmother of two, she lives with her two puppies: Dobby, a basset hound, and Tigger, a Great Dane.

Jan has a BA in political science from the University of Denver.

CRD Number: 840648

Charles Roth is global markets editor for Thornburg Investment Management. Prior to joining Thornburg in 2013, Charles was an assistant managing editor at Dow Jones Newswires, the Wall Street Journal’s real-time financial news and analysis division, where he oversaw its bureaus in Latin America as well as the New York–based emerging markets group. He had previously served as a senior writer in the emerging markets group, bureau chief in Venezuela, and staff reporter in Malaysia.

Charles earned BA degrees from the University of Colorado at Boulder and an MA from the Instituto Universitario de Desarrollo y Cooperación at the Universidad Complutense in Madrid, Spain. He was a Peace Corps volunteer in Mali.