Josh B. Levitt

Senior Consultant

610.738.7787

Josh B. Levitt

Josh is a Senior Consultant who brings 19 years of experience in the financial services industry. His background working with diverse financial institutions – asset managers, wealth managers, family offices, and hedge funds – offers an extensive knowledge base and broad perspective to our clients. Since he joined Meradia in 2018, Josh has been responsible for developing a future state operating model, and the risk and control framework for a client who is a delegated Outsourced Chief Investment Officer (OCIO).
 
Before joining Meradia Josh worked at JDJ Family Office Services where he worked closely with ultra-high net worth clients on accounting projects. Prior to JDJ he worked for Ernst & Young in Wealth and Asset Management Advisory on consulting projects – global operating model, vendor selection, investment and accounting operations – for all types of financial institutions. Josh also worked at State Street leading new client implementation and accounting projects for Wealth Managers. He began his financial services career working at Investors Bank & Trust leading teams in Fund Accounting, Trust Accounting, and new client implementations.
 
Josh holds a B.S. in Hospitality Management from Eastern Michigan University, an M.S. in International Finance from Brandeis University, and a certification in Financial Planning from Boston University. His early career in the hospitality industry trained him in the fine art of understanding and solving clients’ needs – skills that serve him well in his consulting career. Outside of the office, Josh enjoys cooking, weightlifting, kick boxing, reading, bowling and spending time with his family.