$3.9 trillion
In invested assets globally
As of 12/31/2022
Senior Vice President–Wealth Management
Financial Advisor
Josh drives the planning side of our practice. He draws upon 23 years of industry experience to create in-depth financial plans for our clients, spearheading the collaboration between the team, other UBS specialists and our clients' tax and legal advisors. Josh completed UBS's comprehensive Private Wealth Accreditation program designed for advisors serving and advising families of substantial means. Josh earned his B.S. in finance from Arizona State University and his CIMA® through the Wharton School of the University of Pennsylvania. He serves on the board of the Make-A-Wish Foundation and on the Seton Professional Advisors Council (Dell Children's Hospital). Josh resides in Austin with his wife, Kristen, and their two children.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Joshua Pottinger, CIMA® is also part of:
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
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$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