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Joshua Rosenberg

Joshua Rosenberg

Co-Founder and CEO with a background in finance and AI

San Francisco Bay Area, California, United States
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Joined April 2025
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Summary

Joshua Rosenberg is an entrepreneur with a strong background in finance and technology, co-founding AI and financial tech ventures such as Clara AI, Relative Basis Research (a quantitative proprietary trading firm), and HomePension. His career reflects a transition from financial analysis to leading innovative startups. clay+2
His early career involved significant experience in the financial sector, including roles as a Financial Analyst at ICONIQ Capital and an Analyst at Fred Alger Management, as well as an internship at Google, providing a solid foundation in both finance and technology. clay+2
Joshua's academic research at Claremont McKenna College focused on quantitative finance, evidenced by his senior thesis on the effects of tax loss harvesting on stock market momentum, indicating an early interest in market dynamics and analytical approaches. claremont+1
He has maintained a long-standing advisory relationship with Affinity.co since 2019, following his role as their first business hire, demonstrating continued engagement and expertise in relationship intelligence platforms. clay+1

Work

Education

Writing

The Effect Of Tax Loss Harvesting On Momentum In The U.S. Stock Market: An Intra Industry Group Study

January 1, 2014

A senior thesis exploring the impact of tax loss harvesting on the momentum effect in the U.S. stock market, specifically within intra industry groups and around different months of the year.

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