Matter Team
Josh Bond
Josh and his team manage and run Matter’s reporting software to provide unique, custom net-worth and performance reporting solutions for our client families. His reporting background runs deep, with seven years running IWP’s reporting process and past experience as a portfolio accounting manager at Innovest Portfolio Solutions, where he was responsible for solving complex reporting challenges for high-net-worth clients.
Josh graduated magna cum laude from the University of Northern Colorado with a BS in business administration and an emphasis in finance and accounting. He believes deeply in the value of education and serves on the board of directors for the Greeley Dream Team, a nonprofit that mentors, empowers, and educates youth, helping them transition to college and become the leaders of tomorrow.
When he’s not crunching numbers for Matter’s client teams, Josh loves spending time with his family. He’s also a college basketball fan (March Madness is a major household holiday), enjoys hitting the golf course whenever he has a chance, and makes delicious ice cream from scratch.