Joshua Pierce, CFP®, CAIA

Director, Portfolio Research and Management

Joshua Pierce serves as the Director, Portfolio Research and Management for BWM.  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, Josh 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, Josh’s helped determine investment strategy and asset allocation for a number of E*Trade’s existing and prospective clients. At UBS Financial Services, Josh worked with his clients on investment strategies ranging from short-term municipal bonds to customized managed portfolios. During his time with Fleet, Josh’s primary focus was on investment strategies and bank products aimed at offering principal protection and income to his clients.

Josh earned his MBA from Northeastern University’s D’Amore-McKim School of Business and received his undergraduate degree from Wheaton College in Norton, MA. Josh holds the distinguished Certified Financial PlannerTM (CFPÒ) and Chartered Alternative Investment Analyst (CAIA®) designations. Josh lives in Brookline with his wife, Caroline, and their three boys.  Josh is an avid golfer, skier and coach for his sons’ teams.


Please Note: Limitations.The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if BWM is engaged, or continues to be engaged, to provide investment advisory services.