Josh B. Levitt

Senior Consultant

610.738.7787

jlevitt@meradia.com

Josh B. Levitt

Josh Levitt's varied background speaks volumes about the value he brings to consulting engagements.  Josh has worked with asset managers, wealth managers, family offices, hedge funds, and global financial institutions since 2000.  His long career in financial services gives him a wealth of knowledge and perspective.  
 
Before joining Meradia, Josh worked at JDJ Family Office Services where he worked closely with ultra-high net worth clients on accounting projects.   An experienced consultant, Josh worked for eight years at Ernst & Young in Wealth and Asset Management Advisory on consulting projects for all types of financial institutions.  Prior to EY, Josh worked at State Street leading new client implementations and onboardings.  He began his financial services career working at Investors Bank & Trust leading teams in Fund Accounting, Trust Accounting, and new client implementations.
 
Josh started his career in Hotels and Banquet Operations and spent some time as a Wedding Coordinator.  A position that taught him how to understand and accommodate demanding clients.  Lessons that remain relevant for a career in consulting!