You have options. Be informed. Plan early.

Private Wealth Management

You are focused on the task at hand: leading a great company, raising the next round or making your mark in the pros. That does not mean you should put your personal planning on hold.

Our wealth management team works extensively with entrepreneurs, business owners, professional athletes and their families. We help our clients prepare their estates for the future liquidity they are destined to earn, and help plan for the complex challenges you may face—those that are known, as well as those unforeseen. We also help to avail our clients to investment opportunities commensurate with such wealth.

Our mission is straightforward: to help provide the advice and knowledge you need to accomplish your goals. It is our job to make sure you are clear about your options and plan early. To best serve our clients, we have forged close, strategic relationships within UBS—one of largest wealth management firms in the world—and with outside professionals. It is all about you: we are passionate about our clients and the work we do for them.

We help guide clients to purposefully match capital to address specific goals, much like an endowment or pension plan does. Our investment approach leverages principles of behavioral finance and a stellar investment platform to address specific short-, intermediate- and long-term goals.
- Jason Chirogianis ATX Wealth Partners

“Your family, your company, your contract, your philanthropy: they’re all inextricably linked. The most effective planning understands how all the pieces mesh with one another.”

— Josh Pottinger

Joshua Pottinger

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MN
- MO
- MS
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OK
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Josh takes a collaborative approach, working closely with UBS specialists as well as tax and legal professionals, to understand clients’ goals and help simplify the complexity of today’s global markets through clear, actionable strategies. For more than 24 years, Josh has been helping clients solve complex financial challenges by anticipating their potential opportunities and challenges. As a Wealth Advisor, Josh works with a small, select group of clients, offering a highly personalized experience that has resulted in long-lasting relationships.

“We’re honest, sincere and straightforward with our clients. If it’s not in our clients’ best interest, we won’t bring it up. The type of clients we connect with are focused on living a meaningful life and leaving a legacy behind that they can be proud of.”

— Joshua Pottinger

Josh and the team have a specific focus on the needs of owners and key stakeholders of businesses who are considering a transition or actively looking to exit their business. His training and access to key experts within UBS is crucial to helping clients navigate the complexities of selling a business and prepare a comprehensive plan that addresses their needs before, during and after their exit.

Experience
- Entire career, since 1995, has been in financial services
- With A.G. Edwards from 1995-2000
- In practice with partner, Jason Chirogianis, since 2002
- Joined UBS in November 2008
- Morgan Stanley, March 2000 – November 2008
Accomplishments
- Certified Exit Planning Advisor (CEPA®) designation
- Certified Investment Management Analyst® (CIMA®) through the Investments and Wealth Institute
- Wealth Advisor designation
- UBS Private Wealth accreditation
- Behavioral Finance certification program through the Investments and Wealth Institute
- B.S. degree, finance, Arizona State University
Life
- Served on the board of the Make A Wish Foundation for six years and also spent time working with Dell Children’s Hospital
- Enjoys spending time with his wife, Kristen, and children, Elle and Johnny, at their ranch in Harper, TX
- Passionate about the outdoors, including fly fishing, hunting, camping, and kayaking. Enjoys playing the guitar
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Multi-generational families

Family Offices

Financial planning

Retirement planning

Estate planning strategies

Philanthropy

Legacy planning

Exit planning

98 San Jacinto Boulevard
Suite 600
Austin, TX 78701
Jason Chirogianis

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MN
- MO
- MS
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OK
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
For nearly 25 years, Jason has been an advisor, ally and mentor to clients, providing the experienced guidance they need to confidently face their financial decision-making process. Jason goes above and beyond, making a real impact and helping clients focus on what is most important in their lives. As the Senior Portfolio Manager on the team, he manages their customized investment strategies, ranging from traditional diversified portfolios to tactical all-ETF proprietary portfolios. He also has extensive experience with hedging strategies, insider-diversification planning and concentrated/restricted stock positions.

“Our team is very conscientious and transparent about the solutions we bring to the table. I am an avid reader of UBS and third party research and passionate about intertwining market statistics with behavioral finance in effort to enhance successful outcomes for clients.”

— Jason Chirogianis

With a specific concentration on the diverse needs of entrepreneurs and business owners, Jason works with key stakeholders at all stages of their business life cycle. Whether considering a transition or actively navigating a sale, Jason provides the experience and access to the global resources and experts of UBS to address business owners’ needs before, during and after their exit.

Experience
- 25 years of experience
- In practice with partner, Josh Pottinger, since 2002
- Joined UBS in November 2008
- Morgan Stanley, 1998-2008
Accomplishments
- UBS Private Wealth accreditation
- Certified Exit Planning Advisor (CEPA®) designation
- B.A. degree, psychology, Tulane University
Life
- Past 11 years has been active with the Meals on Wheels program.
- Resides in Austin with his wife, Adina, and their two children, Grady and Lila.
- Enjoys all things outdoor, especially fishing and hunting. Also, live music, cooking, reading and travel.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Multi-generational families

Family Offices

Exit planning

Investing

Custom portfolios

Asset allocation

Alternative investments

Structured products

98 San Jacinto Boulevard
Suite 600
Austin, TX 78701
Jennifer Ward

Team Administrator
View bio
- TX
Jennifer began her career in the financial services industry in 2007. Prior to joining ATX Wealth Partners, she served as a Client Associate and Business Technology Liaison within UBS. Jennifer is an integral part of the practice as she created the group’s service model, supports our team, and works closely with clients managing their administrative and operational service requests. Jennifer earned a B.B.A. in management from Texas A&M University and holds the Series 7 and 66 securities licenses. Originally from Damon, TX, she is the fifth generation to have been raised on the Ward 7UP Ranch since its establishment in 1901. Jennifer resides in Austin with her husband, Ryan, and their sons, Charlie and Thomas. Outside of the office, they enjoy traveling, exploring the Hill Country and spending time with family and friends.
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701
Ross Cannady

Senior Wealth Strategy Associate
View bio
- TX
Ross provides support to the team in its development of wealth management strategies and in its efforts to coordinate the various components of our clients' wealth management planning. Ross began his career in finance as a Compliance Analyst for Waddell & Reed in Kansas City. Ross earned his B.S. in economics from the University of Kansas and holds the Series 7, 24, 66 securities licenses, as well as various Insurance licenses. He currently resides in Austin, TX, with his wife, Kylie.
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701
Lauren Lee

Client Associate
View bio
Lauren’s UBS career commenced in 2013 as the UBS-Austin branch receptionist and then went on to become a UBS Team Associate in 2015. Her focus is client servicing and all aspects of account administration. Prior to her career in financial services, she held a management position in the health food industry as well as heading up the production department for a legal records retrieval company. Born in Corpus Christi, TX, she has been an Austin resident since 1997. She and her husband, Lucas, live in South Austin with their son Luke (6). She enjoys spending time with her family, reading, painting, and refinishing furniture.
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

Debra Phares

Executive Director

Senior Strategist - Family Advisory and Philanthropy Services

View bio

Professional History
As part of the UBS Family Advisory and Philanthropy Services team, Debra serves as a thought partner to advisors and their client families on wealth transition, family governance, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.

Prior to joining UBS Financial Services, Debra was with Bank of America Private Bank where she spent eight years as a Senior Vice President and Philanthropic Director managing philanthropy services for the South Central region of the U.S. Debra worked with high net worth and ultra-high net worth individuals and families, private foundations, and nonprofit organizations delivering best practices in charitable giving and philanthropy. Including directing grantmaking for private foundations and charitable trusts for which the Bank serves as Trustee or co-Trustee. Before Bank of America, Debra held various leadership roles in nonprofit management, beginning her career working in the museum industry; joining the Dallas Museum of Art in 1994. Following her career in the arts, Debra worked for the Communities Foundation of Texas and Parish Episcopal School.

Community Involvement
Debra currently serves as a Vice President of the Board of the Aaron Family Jewish Community Center. She is also a member of the Development Committee of The Senior Source of Dallas, whose mission is to enhance the quality of life and empower all older adults in Dallas to thrive.

Education
Debra is a graduate of The University of Texas at Austin with a Bachelors of Arts in Art History, and she holds the Chartered Advisor in Philanthropy^® designation from the American College of Financial Services. Debra lives in Dallas, Texas with her two teenage sons and her mini dachshund.
Joyce Crivellari

Executive Director

Officer, Sales

View bio

Joyce works with ultra high net worth clients of UBS and is able to help coordinate their investment, estate planning and philanthropic goals. Joyce focuses on developing and implementing creative and comprehensive strategies to assist clients with their complex financial needs such as preservation, transfer and management of wealth. She also reviews clients’ estate planning documents to help ensure that the plan accurately reflects the family’s philosophy, needs and objectives.

Professional History
Prior to joining UBS in 2008, Joyce practiced law with the law firms of Fox & Associates, LLP, in Houston, Texas and Barnes & Karisch, P.C. in Austin, Texas. Joyce's practice focused on estate and gift tax planning, business planning and estate administration for ultra high net worth individuals, families and business owners.

Education
A graduate of Texas Christian University, Joyce received a B.S. in Secondary Education. She went on to earn a J.D. from St. Mary's University School of Law.

Publications
Joyce Crivellari, "Wealth Transfer Considerations for Oil and Gas
Interests" Estate Planning (April 2012).

Affiliations
Joyce is a member of the State Bar of Texas, the Real Estate, Probate and Trust Law Section of the State Bar of the Texas and the Houston
Business and Estate Planning Council. Previously, Joyce served on the Board of Directors of the Austin Bar Association Estate Planning and Probate Section.

Joshua Pottinger

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MN
- MO
- MS
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OK
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Josh takes a collaborative approach, working closely with UBS specialists as well as tax and legal professionals, to understand clients’ goals and help simplify the complexity of today’s global markets through clear, actionable strategies. For more than 24 years, Josh has been helping clients solve complex financial challenges by anticipating their potential opportunities and challenges. As a Wealth Advisor, Josh works with a small, select group of clients, offering a highly personalized experience that has resulted in long-lasting relationships.

“We’re honest, sincere and straightforward with our clients. If it’s not in our clients’ best interest, we won’t bring it up. The type of clients we connect with are focused on living a meaningful life and leaving a legacy behind that they can be proud of.”

— Joshua Pottinger

Josh and the team have a specific focus on the needs of owners and key stakeholders of businesses who are considering a transition or actively looking to exit their business. His training and access to key experts within UBS is crucial to helping clients navigate the complexities of selling a business and prepare a comprehensive plan that addresses their needs before, during and after their exit.

Experience
- Entire career, since 1995, has been in financial services
- With A.G. Edwards from 1995-2000
- In practice with partner, Jason Chirogianis, since 2002
- Joined UBS in November 2008
- Morgan Stanley, March 2000 – November 2008
Accomplishments
- Certified Exit Planning Advisor (CEPA®) designation
- Certified Investment Management Analyst® (CIMA®) through the Investments and Wealth Institute
- Wealth Advisor designation
- UBS Private Wealth accreditation
- Behavioral Finance certification program through the Investments and Wealth Institute
- B.S. degree, finance, Arizona State University
Life
- Served on the board of the Make A Wish Foundation for six years and also spent time working with Dell Children’s Hospital
- Enjoys spending time with his wife, Kristen, and children, Elle and Johnny, at their ranch in Harper, TX
- Passionate about the outdoors, including fly fishing, hunting, camping, and kayaking. Enjoys playing the guitar
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Multi-generational families

Family Offices

Financial planning

Retirement planning

Estate planning strategies

Philanthropy

Legacy planning

Exit planning

98 San Jacinto Boulevard
Suite 600
Austin, TX 78701
Jason Chirogianis

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- DC
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MN
- MO
- MS
- MT
- NC
- NE
- NJ
- NM
- NV
- NY
- OK
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
For nearly 25 years, Jason has been an advisor, ally and mentor to clients, providing the experienced guidance they need to confidently face their financial decision-making process. Jason goes above and beyond, making a real impact and helping clients focus on what is most important in their lives. As the Senior Portfolio Manager on the team, he manages their customized investment strategies, ranging from traditional diversified portfolios to tactical all-ETF proprietary portfolios. He also has extensive experience with hedging strategies, insider-diversification planning and concentrated/restricted stock positions.

“Our team is very conscientious and transparent about the solutions we bring to the table. I am an avid reader of UBS and third party research and passionate about intertwining market statistics with behavioral finance in effort to enhance successful outcomes for clients.”

— Jason Chirogianis

With a specific concentration on the diverse needs of entrepreneurs and business owners, Jason works with key stakeholders at all stages of their business life cycle. Whether considering a transition or actively navigating a sale, Jason provides the experience and access to the global resources and experts of UBS to address business owners’ needs before, during and after their exit.

Experience
- 25 years of experience
- In practice with partner, Josh Pottinger, since 2002
- Joined UBS in November 2008
- Morgan Stanley, 1998-2008
Accomplishments
- UBS Private Wealth accreditation
- Certified Exit Planning Advisor (CEPA®) designation
- B.A. degree, psychology, Tulane University
Life
- Past 11 years has been active with the Meals on Wheels program.
- Resides in Austin with his wife, Adina, and their two children, Grady and Lila.
- Enjoys all things outdoor, especially fishing and hunting. Also, live music, cooking, reading and travel.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Multi-generational families

Family Offices

Exit planning

Investing

Custom portfolios

Asset allocation

Alternative investments

Structured products

98 San Jacinto Boulevard
Suite 600
Austin, TX 78701
Jennifer Ward

Team Administrator
View bio
- TX
Jennifer began her career in the financial services industry in 2007. Prior to joining ATX Wealth Partners, she served as a Client Associate and Business Technology Liaison within UBS. Jennifer is an integral part of the practice as she created the group’s service model, supports our team, and works closely with clients managing their administrative and operational service requests. Jennifer earned a B.B.A. in management from Texas A&M University and holds the Series 7 and 66 securities licenses. Originally from Damon, TX, she is the fifth generation to have been raised on the Ward 7UP Ranch since its establishment in 1901. Jennifer resides in Austin with her husband, Ryan, and their sons, Charlie and Thomas. Outside of the office, they enjoy traveling, exploring the Hill Country and spending time with family and friends.
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701
Ross Cannady

Senior Wealth Strategy Associate
View bio
- TX
Ross provides support to the team in its development of wealth management strategies and in its efforts to coordinate the various components of our clients' wealth management planning. Ross began his career in finance as a Compliance Analyst for Waddell & Reed in Kansas City. Ross earned his B.S. in economics from the University of Kansas and holds the Series 7, 24, 66 securities licenses, as well as various Insurance licenses. He currently resides in Austin, TX, with his wife, Kylie.
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701
Lauren Lee

Client Associate
View bio
Lauren’s UBS career commenced in 2013 as the UBS-Austin branch receptionist and then went on to become a UBS Team Associate in 2015. Her focus is client servicing and all aspects of account administration. Prior to her career in financial services, she held a management position in the health food industry as well as heading up the production department for a legal records retrieval company. Born in Corpus Christi, TX, she has been an Austin resident since 1997. She and her husband, Lucas, live in South Austin with their son Luke (6). She enjoys spending time with her family, reading, painting, and refinishing furniture.
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

Debra Phares

Executive Director

Senior Strategist - Family Advisory and Philanthropy Services

View bio

Professional History
As part of the UBS Family Advisory and Philanthropy Services team, Debra serves as a thought partner to advisors and their client families on wealth transition, family governance, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.

Prior to joining UBS Financial Services, Debra was with Bank of America Private Bank where she spent eight years as a Senior Vice President and Philanthropic Director managing philanthropy services for the South Central region of the U.S. Debra worked with high net worth and ultra-high net worth individuals and families, private foundations, and nonprofit organizations delivering best practices in charitable giving and philanthropy. Including directing grantmaking for private foundations and charitable trusts for which the Bank serves as Trustee or co-Trustee. Before Bank of America, Debra held various leadership roles in nonprofit management, beginning her career working in the museum industry; joining the Dallas Museum of Art in 1994. Following her career in the arts, Debra worked for the Communities Foundation of Texas and Parish Episcopal School.

Community Involvement
Debra currently serves as a Vice President of the Board of the Aaron Family Jewish Community Center. She is also a member of the Development Committee of The Senior Source of Dallas, whose mission is to enhance the quality of life and empower all older adults in Dallas to thrive.

Education
Debra is a graduate of The University of Texas at Austin with a Bachelors of Arts in Art History, and she holds the Chartered Advisor in Philanthropy^® designation from the American College of Financial Services. Debra lives in Dallas, Texas with her two teenage sons and her mini dachshund.
Joyce Crivellari

Executive Director

Officer, Sales

View bio

Joyce works with ultra high net worth clients of UBS and is able to help coordinate their investment, estate planning and philanthropic goals. Joyce focuses on developing and implementing creative and comprehensive strategies to assist clients with their complex financial needs such as preservation, transfer and management of wealth. She also reviews clients’ estate planning documents to help ensure that the plan accurately reflects the family’s philosophy, needs and objectives.

Professional History
Prior to joining UBS in 2008, Joyce practiced law with the law firms of Fox & Associates, LLP, in Houston, Texas and Barnes & Karisch, P.C. in Austin, Texas. Joyce's practice focused on estate and gift tax planning, business planning and estate administration for ultra high net worth individuals, families and business owners.

Education
A graduate of Texas Christian University, Joyce received a B.S. in Secondary Education. She went on to earn a J.D. from St. Mary's University School of Law.

Publications
Joyce Crivellari, "Wealth Transfer Considerations for Oil and Gas
Interests" Estate Planning (April 2012).

Affiliations
Joyce is a member of the State Bar of Texas, the Real Estate, Probate and Trust Law Section of the State Bar of the Texas and the Houston
Business and Estate Planning Council. Previously, Joyce served on the Board of Directors of the Austin Bar Association Estate Planning and Probate Section.

Intellectual Capital

UBS Female Founders

Solutions for the funding gap

Learn more

UBS Global Family Office Report

Insights from UBS family office clients around the globe. Thanks to our unique client base, it provides the world’s largest and most comprehensive study of single family offices.

Read report

Providing personalized access and solutions to select clients

“Your family, your company, your contract, your philanthropy: they’re all inextricably linked. The most effective planning understands how all the pieces mesh with one another.”

— Josh Pottinger

Navigating each phase of your business

A focus on long-term planning

We spend the time to really get to know you, your loved ones and your goals. Attuned to helping preserve the financial independence of your entire family, we can help structure a deliberate and meaningful estate planning strategy focused on your goals, your values and the needs of each generation.

Through business networking and our innovative solutions, we can help address the full cycle of business needs from strategic financing to pre- and post-sale planning to succession and exit strategies.

Long-term planning is more important than ever. Many of today’s millennial investors’ attitudes about stability and market volatility were shaped and influenced by the financial crisis of 2008. We work across generations to help address growth strategies, insurance and lending services, wealth transfer and preservation, estate planning and philanthropic pursuits.

Guidance for your sports career and beyond

We advise professional athletes and their spouses on their most critical financial decisions. However, our relationships look well beyond finances. We help you plan for life. Our advice is singularly focused on creating a strategy that helps preserve your wealth for you, your family and your future—on and off the field.

Whether you just signed or you’re at the peak of a multiyear contract, we start by talking about what matters most to you. Then we discuss the planning and investment strategies that can help you maximize your career earnings and meet your goals.

Access

Connecting you to the deep resources of UBS

We see the big picture, from wealth planning to asset allocation to making a philanthropic impact. As UBS Wealth Advisors, we provide access to our global platforms and the financial and intellectual strengths of our experts in Wealth Management, Asset Management and our Private and Investment Banks.

We have built an extensive network of financial, estate, philanthropic and tax planning specialists who complement and deepen the advice we offer.

Advanced Planning Group

Provides comprehensive planning, advice and education to ultra high net worth individuals and families. The team consists of professionals with advanced degrees, extensive planning experience and various areas of expertise.

UBS Investment Bank

Harness all our financial competence to select the best investment instruments for you

CIO Americas, Wealth Management

Our dedicated UHNW CIO specialists covering your individual needs with presence in 13 key financial hubs, including Zurich, London, Hong Kong and New York

UBS Private Bank

An integrated bank with global reach and local presence

Portfolio Advisory Group

Customized, institutional-level multi-asset portfolio mandates to meet targeted risk profiles and specific objectives of our clients

Third-party investment managers

Global platform of nontraditional strategies and structures curated via a rigorous, robust and repeatable investment process across the liquidity spectrum

Global Family Office Group

Consultations about family office setup and structure to help ensure the appropriate solution for management of the family’s wealth

Family Advisory and Philanthropy

Advice and solutions for family wealth education, intentional communication and decision-making, generational wealth transitions, family governance, philanthropic legacies and more

Wealth strategies for every phase of life

With our team’s extensive planning background, we bring an experienced perspective to the intersection of wealth management and estate planning strategies. We help you navigate the intersection of family, business, finance and legacy by building planning strategies that can meet the needs of current and future generations.

Through our integrated process, we help prioritize your goals, establish your proper asset allocation, manage risk, and assess estate and charitable planning strategies.

Initial/exploratory conversation

Is there a fit? Through a higher-level discussion, we determine your needs and how we can potentially be helpful.

Informal proposal

We outline how we can be helpful with a suggested ‘road map’ before you commit to working with us.

Transfer

Once committed, we begin to transfer assets from your current advisors to UBS. We adhere to our ‘client on-boarding’ protocol and keep you abreast of the process the entire way.

Deeper dive discovery

We prepare your family’s comprehensive financial plan: define specific goals, establish benchmarks, create extensive investment recommendations and stress test your plan.

Proposal

In-person meeting to discuss your custom financial plan and investment recommendations.

Execute ongoing wealth management plan

Our ongoing execution of your wealth management solutions includes monitoring of investment strategy and wealth management plan, adjusting your ‘road map’ and developing your schedule for review meetings.

Our experience makes us insightful investors

By listening and aligning with your objectives, we focus on asset allocation strategies that allow for sensible growth and help mitigate risk. Because of our close association with investment managers on UBS’s open platform, we communicate regularly and closely track performance, rebalancing and making adjustments for life changes and economic conditions.

We offer open access to an array of financial solutions both within and outside of UBS. We consider all investment vehicles as potential tools for building a customized investment portfolio using a disciplined product selection process.

ATX Insights

Lightning in a bottle: Entrepreneurial journeys from idea to exit

In this podcast series, Josh Pottinger and Jason Chirogianis, two veterans with over 2 ½ decades of experience in the financial services industry bring real world perspectives to help business owners and entrepreneurs through the process of making the decision to monetize their ownership position, managing the process and then life after. Throughout this series, they’ll provide their own thoughts as well as interview key people along the way. Email questions / comments to atxwealthpartners@ubs.com

Listen on Spotify

Listen to our podcast

Backed by the strength of UBS

A global leader in wealth management

^$3.9 trillion

In invested assets globally
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

You have options. Be informed. Plan early.

You are focused on the task at hand: leading a great company, raising the next round or making your mark in the pros. That does not mean you should put your personal planning on hold.

“Your family, your company, your contract, your philanthropy: they’re all inextricably linked. The most effective planning understands how all the pieces mesh with one another.”

Joshua Pottinger

Jason Chirogianis

Jennifer Ward

Ross Cannady

Lauren Lee

Debra Phares

Joyce Crivellari