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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
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
Lets connect
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
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
Lets connect
“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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
