![Josh Pierce](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Josh Pierce
Direttore della Ricerca - Azioni presso Baystate Wealth Management LLC
Profilo
Mr. Joshua T.
Pierce is a Chief Investment Officer & Director of Research at Baystate Wealth Management LLC.
He is a member of the Investment Committee and a Senior Portfolio Manager.
Since 2001 Josh has been working with high net worth individuals, companies, trusts and Foundations within the investment and financial services industry.
Before Joining BWM in 2009, he held the position of Vice President with E*TRADE Wealth Management.
Prior to that, Josh held the position of Financial Advisor with both UBS Financial Services, Inc. and the Private Clients Group of Fleet National Bank (now Bank of America).
In his time with E*TRADE Wealth Management, with the assistance of the firm’s investment committee, he helped determine investment strategy and asset allocation for a number of E*Trade’s existing and prospective clients.
At UBS Financial Services, he worked with his clients on investment strategies ranging from short-term municipal bonds to customized managed portfolios.
During his time with Fleet, his primary focus was on investment strategies and bank products aimed at offering principal protection and income to his clients.
He earned his MBA from Northeastern University’s D’Amore-McKim School of Business and received his undergraduate degree from Wheaton College in Norton, MA.
He holds the distinguished Certified Financial PlannerTM (CFPÒ) and Chartered Alternative Investment Analyst (CAIA®) designations.
Posizioni attive di Josh Pierce
Società | Posizione | Inizio |
---|---|---|
Baystate Wealth Management LLC
![]() Baystate Wealth Management LLC Investment ManagersFinance Baystate Wealth Management LLC (BWM) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Thomas “Tom” O'Connor in 2010. They were acquired by Mariner Wealth Advisors LLC in 2024. BWM creates and manages customized portfolios for high-net-worth individuals, corporate pensions and profit-sharing plans, closely held and family businesses, corporations, trusts, foundations, and athletes involved in professional and amateur athletics. | Direttore della Ricerca - Azioni | 01/01/2010 |
Precedenti posizioni note di Josh Pierce
Società | Posizione | Fine |
---|---|---|
Fleet National Bank of Massachusetts NA | Corporate Officer/Principal | - |
UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | - |
Formazione di Josh Pierce
Northeastern University | Masters Business Admin |
Wheaton College (Massachusetts) | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 3 |
---|---|
UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
Fleet National Bank of Massachusetts NA | Finance |
Baystate Wealth Management LLC
![]() Baystate Wealth Management LLC Investment ManagersFinance Baystate Wealth Management LLC (BWM) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Thomas “Tom” O'Connor in 2010. They were acquired by Mariner Wealth Advisors LLC in 2024. BWM creates and manages customized portfolios for high-net-worth individuals, corporate pensions and profit-sharing plans, closely held and family businesses, corporations, trusts, foundations, and athletes involved in professional and amateur athletics. | Finance |
- Borsa valori
- Insiders
- Josh Pierce