Josh Pierce - CFP^®

Portfolio Manager, Baystate Wealth Management

100 William Street, Suite 300
Wellesley, MA 02481

Phone: (617)585-4500
Fax: (617)369-9040

Josh has been working with high net worth individuals, companies, trusts and foundations within the investment and financial services industry since 2001. During that time period, Josh has navigated clients through some of the most difficult market conditions that investors have experienced since the Great Depression. The lesson learned from these trying times is that portfolios should be managed in a way that controls risk.

In conjunction with others at Baystate Wealth Management, Josh has been instrumental in developing investment strategies specifically designed to control risk. Whether the risk is financial or emotional, Josh’s focus within a given investment strategy is on understanding the client’s goals and objectives. Josh makes these proprietary strategies available to select clients through Baystate Wealth Management, an independent registered investment advisor for which Josh serves as a Portfolio Manager.

Prior to joining Baystate, Josh held the position of Vice President with E*TRADE Wealth Management. Before that, he gained his experience as a Financial Advisor with UBS Financial Services, Inc., and the Private Clients Group of Fleet National Bank.

In his time with E*TRADE Wealth Management, with the assistance of the firm’s investment committee, Josh’s primary role was determining investment strategy and asset allocation for a number of the firm’s existing and prospective clients. At UBS Financial Services, Josh serviced his clients through offering investment strategies ranging from short-term municipal bonds to managed portfolios through mutual funds, stocks and separately managed account programs. During his time with Fleet, Josh’s primary focus was on servicing his clients through investment strategies and banking products that aimed to offer principal protection and income to his clients.

Josh holds the distinguished Certified Financial Planner™ (CFP^®) designation. He received his undergraduate degree from WheatonCollege and his M.B.A from NortheasternUniversity. Since completing his undergraduate degree, Josh has spent time both working and studying in Mexico and China. He is currently a candidate in the CFA Institute’s Chartered Financial Analyst program.

Portfolio management services are offered through Baystate Wealth Management LLC, a registered investment adviser. Baystate Wealth Management is not affiliated with New England Securities.