Joshua Ellner, Se Awma™, Aams™, Crpc™
About Joshua Ellner, Se Awma™, Aams™, Crpc™
Joshua Ellner serves as the Senior Vice President of Wealth Management at UBS, where he focuses on family financial preservation through personalized investment planning strategies. With a background in financial advising and a degree from the University at Buffalo, he specializes in managing the wealth of high-net-worth families and individuals across various professional sectors.
Work at UBS
Joshua Ellner currently serves as Senior Vice President in Wealth Management at UBS. He has been with the firm since 2023, bringing a focus on family financial preservation through investment planning strategies. His role involves creating tailored financial plans that meet the specific needs of clients, ensuring they are informed throughout the process.
Education and Expertise
Joshua Ellner earned his Bachelor's Degree from the University at Buffalo School of Management, where he studied from 2009 to 2013. His educational background supports his expertise in wealth management, particularly in serving high-net-worth families and individuals across various professions, including management consulting, finance, entrepreneurship, and law.
Background
Before joining UBS, Joshua Ellner worked at Merrill Lynch Wealth Management for nine years, where he held the position of Senior Financial Advisor and Senior Vice President. His career began at MetLife as a Financial Advisor, where he gained foundational experience in financial services. His extensive background equips him to curate sophisticated wealth management procedures.
Achievements
Joshua Ellner specializes in providing comprehensive wealth management services, including portfolio and risk management, alternative investments, and wealth transfer and legacy management. He emphasizes a concierge level of service, focusing on educating clients about asset preservation and growth across generations. His NMLS ID: 1217423 reflects his involvement in banking and lending needs.