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Principal & Assistant Portfolio Manager

Joshua Tooker

Joshua Tooker, Principal & Assistant Portfolio Manager at Union Heritage, champions diversity and inclusivity in the economy, guiding companies to success through strategic capital allocation and advisory expertise.

With a career spanning digital transformation leadership at Pepsi and Disney, coupled with dual master’s degrees from the University of Michigan, he combines a rich professional background with a commitment to early-stage founders as an active angel investor, driving positive change in the entrepreneurial landscape.

Sectors of Interest

Consumer Technology Life Sciences Mobility Advanced Manufacturing

Recent Deal

Joshua Tooker is a Principal & Assistant Portfolio Manager at Union Heritage, and is on a mission to help create a more diverse, equitable, and inclusive economy by helping to grow and scale companies through capital allocation and strategic advisory. In his role he supports the firm’s sourcing and diligence processes and serves as a member of the investment committee.

Josh spent his early career leading digital transformation and supply chain strategy across public, private, and non-profit sectors. Notably, he was one of the first five members of Pepsi’s eCommerce team and was also an early member of Disney’s ESPN global product management team.

Josh earned his bachelor’s degree in International Affairs from Michigan State University and holds two master’s degrees from the University of Michigan: a Master’s of Business Administration from the Ross School of Business, and a Master’s of Science in Information. 

Josh is an active angel investor and enjoys spending time advising founders at the earliest stages of their companies.