Co-founder and Chief Strategy Officer at OpenInvest
Joshua Levin heads business development and corporate strategy at OpenInvest and is part of the executive management team. Prior to OpenInvest’s acquisition by J.P. Morgan, he positioned the organization as a market and technology leader in sustainable investing, personalization, tax optimization, and direct indexing. Today, he also leads initiatives around philanthropy, donor-advised funds, and proxy voting.
Josh brings over a decade of experience in sustainable finance to OpenInvest, including six years at the World Wildlife Fund (WWF) as a manager of their Sustainable Finance Program. Josh holds a BA from Harvard and an MBA from NYU Stern, where he was a Reynolds Fellow in Social Entrepreneurship.
Josh is best known for his thought leadership on the future of finance, personalization at scale, and the evolution of sustainable investing as technological features. He has been quoted in numerous publications, including The New York Times, The Economist, The Wall Street Journal, Financial Times, Forbes, Fortune, Barron's, Fast Company, Politico, FT Advisor, BusinessWeek, Yahoo! Finance, and Bloomberg. Additionally, Josh has authored half a dozen publications and spoken at countless conferences.
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