$5+ trillion
In invested assets globally
As of 11/07/2023
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
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager