Meet Our Team
Joshua Pierce, CFP®, CAIA
Managing Director, Portfolio Research and Management
Designations
Joshua is a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Alternative Investment Analyst®.
Experience and Education
Joshua leads a team of professionals and oversees the team’s full menu of investment strategies and service offering.
Joshua has held many positions in the financial services industry since 2001. Prior to joining Mariner, he was the chief investment officer and sr. portfolio manager at Baystate Wealth Management, which was acquired by Mariner in January 2024. Before that, he held the position of vice president with E*TRADE Wealth Management. He was also a financial advisor with both UBS Financial Services, Inc. and the Private Clients Group of Fleet National Bank (now Bank of America).
Joshua holds a bachelor’s degree in psychology from Wheaton College and an MBA from Northeastern University’s D’Amore-McKim School of Business.
Personal Interests
Away from the office, Joshua enjoys playing golf, skiing and spending time with his wife and children.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.