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

    Joshua Pottinger

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • MN
    • MO
    • MS
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OK
    • PA
    • SC
    • 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, 2022The 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 Chiroingas

        Jason Chirogianis

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AR
        • AZ
        • CA
        • CO
        • DC
        • FL
        • GA
        • IA
        • ID
        • IL
        • IN
        • KY
        • LA
        • MA
        • MD
        • MN
        • MO
        • MS
        • MT
        • NC
        • NJ
        • NM
        • NV
        • NY
        • OK
        • PA
        • SC
        • 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, 2022The 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 Rose Ward

            Jennifer Ward

            Team Administrator

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            • 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

                  Ross Cannady

                  Senior Wealth Strategy Associate

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                  • 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, and enjoys playing golf and spending time with friends and family.

                        98 San Jacinto Boulevard
                        Suite 600
                        Austin, TX 78701
                      • Lauren Lee

                        Lauren Lee

                        Client Associate

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                          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

                                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

                                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.
                              • Lucia Skwarek

                                Executive Director

                                Family Office Solutions

                                Lucia joined UBS as a Client Solutions Specialist within the Family Office Solutions team. She works with advisors in Private Wealth Management to deliver solutions tailored to clients' needs leveraging the breadth and depth of the global platform and footprint at UBS. Lucia's tenured career in both public and private financial markets includes expertise investment banking, sales and trading, credit, as well structured products and asset allocation. Enabled by these cross-asset and cross-product disciplines, Lucia partners with advisors to cover clients through a holistic approach and acts as a client advocate to deliver UBS' global prowess.

                                Prior to joining UBS, Lucia spent over 14 years at JPMorgan as abanker, fixed income and equity trader, and three years at UBS running the Latin American Equity Division. More recently, Lucia has run an emerging market equity long/short fund, as well as advised endowments and foundations on asset allocation and manager selection. She has served as a consultant to hedge funds, as well as start-up businesses in Mexico. She is fluent in Spanish.

                              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

                              Guidance for your sports career and beyond

                              Access

                              Wealth strategies for every phase of life

                              Our experience makes us insightful investors

                              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 

                              Backed by the strength of UBS

                              A global leader in wealth management

                              $2.8 trillion

                              In invested assets globally 
                              As of 06/30/2022

                              51 countries

                              Our global footprint

                              Global leader

                              UBS is a world-leading wealth manager