Experience

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 29 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.

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

For more than 30 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.

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.

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.

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. 

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.