Global access of Private Wealth Management

Joshua Pottinger, CIMA®

Senior Vice President–Wealth Management

Financial Advisor

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 Private Wealth Advisor, Josh and his team work 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.”

— Josh 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: 1995- present

Accomplishments:

Certified Exit Planning Advisor® (CEPA®) designation
Certified Investment Management Analyst® (CIMA®) through the Investments and Wealth Institute
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

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • ID
  • IL
  • KS
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NY
  • OR
  • PA
  • PR
  • SC
  • SD
  • TN
  • TX
  • VA
  • VT
  • WI
  • WV

  • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The 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.
  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

  • B.S. in Finance, Arizona State University

Credentials

  • Wealth Advisor
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701
  • (512) 542-7528

Email Me

Joshua Pottinger, CIMA® is also part of:
ATX Wealth Partners

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

Executive decisions

Executive decisions

Launch. Evolve. Exit your business.

Launch. Evolve. Exit your business.

Change your community. Change the world.

Change your community. Change the world.

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report

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As of 03/31/2024

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