Joel S. Post
Verified
Joel is a partner on a Private Wealth Management team at UBS Financial Services in the New York headquarters. Joel develops and sources solutions to client needs and services client relationships based upon deep situational understanding. Leveraging 30 years of financial advisory and investment experience between investment banking and private wealth management, Joel provides planning and investment advice supported by detailed analytics. Prior to joining UBS in 2011, Joel spent 8 years in the Private Banking & Investment Group at Merrill Lynch. Previously, Joel worked in investment banking and debt capital markets, spending 10 years at Lehman Brothers, Credit Suisse, First Boston and Dresdner Bank, where he worked in New York, Los Angeles, London and Frankfurt, respectively. Joel graduated from Harvard College cum laude and earned an M.B.A. from the Wharton School at the University of Pennsylvania in 1995. He chairs the investment committee of the American Farm School and resides in Manhattan with his family.