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Our world-class economists, strategists, and investment specialists share their timely ideas and perspectives.
We have worked with clients for more than 200 years to help them achieve their unique ambitions.
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.
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.
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