Josh Bond

Vice President, Reporting

Josh joined IWP in 2018 after 4 years of experience in portfolio accounting and performance reporting for high net worth clients.  Prior to joining IWP, Josh worked for Innovest Portfolio Solutions as a Portfolio Accounting Manager where he was responsible for identifying solutions for complex client reports, accounting for private investments, and account reconciliation.  Josh graduated magna cum laude from the University of Northern Colorado with a BS in Business Administration with an emphasis in Finance and Accounting.