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.
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