Josh Levin
Co-founder and Chief Strategy Officer at OpenInvest
簡歷
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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投資產品（可能包括銀行管理賬戶及託管）乃由 摩根大通銀行（JPMorgan Chase Bank, N.A.）及其關聯公司（合稱「JPMCB」 ）作為其一部分信託及委託服務而提供。其他投資產品及服務（例如證券經紀及諮詢賬戶）乃由 摩根大通證券（J.P. Morgan Securities LLC）（「JPMS」）提供。摩根大通證券是金融業監管局和證券投資者保護公司的成員。JPMCB及JPMS均為受摩根大通共同控制的關聯公司。產品不一定於美國所有州份提供。請與本網站內容一併閱覽法律免責聲明。
投資產品： • 不受聯邦存款保險公司保障 • 並非摩根大通或其任何關聯公司的存款或其他債務，亦不受摩根大通或其任何關聯公司的保障 • 面臨投資風險，包括可能會損失投資本金
銀行存款產品（例如支票、儲蓄及銀行貸款）及相關服務乃由摩根大通銀行（JPMorgan Chase Bank, N.A.）提供。 摩根大通銀行是美國聯邦存款保險公司的成員。並非借貸承諾。授信額度均須經信貸審批。