Josh Meyer

Chief Technology Officer

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Josh, as the Chief Technology Officer, is responsible for the firm's strategic technology initiatives, trading platforms, and technology systems. He works with both the operations and advisory departments to ensure execution of Investor Solutions’ sophisticated investment strategy and financial offerings.

Josh has over 5 years experience in Portfolio Management and Financial Planning, including working for another investment advisory firm and a portfolio management software company. He has written numerous articles on Portfolio Management and has been published in the NAPFA Advisor. In addition, Josh successfully launched and sold a software start-up company. He joined Investor Solutions in 2011.

Josh graduated Magna Cum Laude from the University of Southern Maine with a BS in Business Administration. He is also a CERTIFIED FINANCIAL PLANNER™ and has earned a certificate in Financial Planning from Boston University.

On his off time, Josh enjoy intramural sports, fitness, biking, reading and traveling.