Joel S. Post Email and Phone Number
Joel S. Post work email
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Joel S. Post personal email
Joel S. Post phone numbers
I have 30 years of financial advisory and investment experience and have built a wealth management practice around financial and corporate executives and their families. I excel at sourcing and executing a range of solutions across investments and other wealth management services, with particular experience in the areas of portfolio construction, alternative investments and financial planning. I spent over eight years in the Private Banking and Investment Group at Merrill Lynch working with one of the top teams at the firm. I also worked in Investment Banking at Lehman Brothers in the Industrials group and at Credit Suisse in the Financial Institutions and Debt Capital Markets groups. I serve on the Boards and investment committees of the American Farm School (Greece), The Fly Club (Harvard), and Thomas Emery Sons, an alternative investment fund. I graduated from Phillips Academy Andover, Harvard College (cum laude) and earned an MBA from the Wharton School at the University of Pennsylvania. I reside in Palm Beach, FL with my wife and son.**By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.**/*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**
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Senior Vice President, Senior Portfolio Manager - Private Wealth ManagementUbs Dec 2011 - PresentNew York, Ny -
Private Wealth Advisor - Private Banking And Investment GroupMerrill Lynch Sep 2003 - Sep 2011New York, Ny -
Vice PresidentLehman Brothers Sep 2000 - Sep 2002Los Angeles, CaInvestment Banking - Industrials/Financial Institutions Group -
Vice PresidentCredit Suisse Sep 1998 - Sep 2000Los Angeles, CaInvestment Banking - Financial Institutions Group -
Vice PresidentCredit Suisse Sep 1996 - Sep 1998London, UkInvestment Banking - Debt Capital Markets (Europe) -
AssociateBnp Paribas Sep 1995 - Sep 1996London, UkInvestment Banking - Debt Capital Markets (Europe) -
AnalystCommerzbank Ag Sep 1990 - Sep 1993Frankfurt Am Main, GermanyTreasury
Joel S. Post Education Details
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Finance -
History -
Phillips Academy AndoverHigh School -
New Canaan Country SchoolElementary School
Frequently Asked Questions about Joel S. Post
What company does Joel S. Post work for?
Joel S. Post works for Ubs
What is Joel S. Post's role at the current company?
Joel S. Post's current role is Private Wealth Advisor - UBS Financial Services, Private Wealth Management.
What is Joel S. Post's email address?
Joel S. Post's email address is jo****@****ubs.com
What is Joel S. Post's direct phone number?
Joel S. Post's direct phone number is +191732*****
What schools did Joel S. Post attend?
Joel S. Post attended The Wharton School, Harvard College, Phillips Academy Andover, New Canaan Country School.
Who are Joel S. Post's colleagues?
Joel S. Post's colleagues are Darshana Deshmukh, Ruth Dettwiler-Frutiger, Zhen Wang, Mba, Magdalena Kamińska-Wąsik, Scott Taylor, Markus Iten, Heather Reed.
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