Email Me
$6 trn
UBS Group invested assets
As of 12/31/2024
Managing Director–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
Managing Director–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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
