Josh Stern

Managing Partner

Josh Stern is a Managing Partner of TrustServe and a member of the firm’s management committee.  Prior to TrustServe, Josh served as Managing Director of SS&C ALPS and a leader of the Fund Services business.   In this capacity Josh was responsible for the development and implementation of operational processes, procedures, and controls.  Josh was also responsible for the oversight of several large fund accounting teams in addition to numerous complex client relationships. Josh has extensive experience with a variety of fund strategies and structures and the associated intricacies.

Josh holds a Bachelor of Science in Finance from the University of Florida and is a Certified Public Accountant in the state of New Hampshire.  Josh is a member of the American Institute of Certified Public Accountants.