Joseph B Hosler, CFA

Managing Principal

Joseph Hosler brings 24 years of investment experience serving the needs of large institutional clients. His background includes portfolio management and investment analysis, predominantly focused on domestic and international public companies. Prior to the founding of Auour, Joe led investment activities within various sectors at Pioneer, Babson Capital, Putnam Investments, and Independence Investment Associates (IIA). While at IIA, Joe drove the effort to design, develop, and launch one of the first quantitatively driven tax efficient investment approaches focused on individuals and taxable organizations. Joe holds an MBA from The Darden School of the University of Virginia, as well as, a B.S. and M.S. in Mechanical Engineering from Boston University. He currently serves on the investment committee of the Montserrat College of Art and has served on the Board of Trustees and as the Treasurer of Glen Urquhart School. Joe resides in Wenham, MA with his wife of 26 years, two children and three dogs.

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