Josh Pierce

Mr. Joshua T.
Pierce is a Chief Investment Officer & Director of Research at Baystate Wealth Management LLC.
He is a member of the Investment Committee and a Senior Portfolio Manager.
Since 2001 Josh has been working with high net worth individuals, companies, trusts and Foundations within the investment and financial services industry.
Before Joining BWM in 2009, he held the position of Vice President with E*TRADE Wealth Management.
Prior to that, Josh held the position of Financial Advisor with both UBS Financial Services, Inc. and the Private Clients Group of Fleet National Bank (now Bank of America).
In his time with E*TRADE Wealth Management, with the assistance of the firm’s investment committee, he helped determine investment strategy and asset allocation for a number of E*Trade’s existing and prospective clients.
At UBS Financial Services, he worked with his clients on investment strategies ranging from short-term municipal bonds to customized managed portfolios.
During his time with Fleet, his primary focus was on investment strategies and bank products aimed at offering principal protection and income to his clients.
He earned his MBA from Northeastern University’s D’Amore-McKim School of Business and received his undergraduate degree from Wheaton College in Norton, MA.
He holds the distinguished Certified Financial PlannerTM (CFPÒ) and Chartered Alternative Investment Analyst (CAIA®) designations.