Joseph Kellogg Email & Phone Number
Head of Wealth Planning @ WE Family Offices
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Joseph Kellogg Location
- Miami, FL, US
Joseph Kellogg Work
- 2013 -now Head of Wealth Planning @
- 2012 -2013 Senior Vice President, Private Wealth Solutions @
- 2004 -2012 Executive Director, Wealth Planning International @
- 2002 -2004 Founder and Managing Director @
- 1997 -2002 VP Commercial Operations and Account Manager @
Joseph Kellogg Education
- University of Miami
Master of Laws
2008-2010 - American University
Doctor of Jurisprudence (Law)
1991-2004 - Escuela Libre de Derecho
(Law, International Business)
1994-1995 - Creighton University
Bachelor of Arts (Philosophy, Political Science)
1985-1990
Joseph Kellogg Skills
- Estate Planning
- Strategic Financial Planning
- International Tax
- Risk Management
- Estate Tax Planning
- Wealth Preservation Planning
- Strategic Financial
- Wealth Preservation
Joseph Kellogg Summary
- Joseph Kellogg, based in Miami, FL, US, is currently a Head of Wealth Planning at WE Family Offices. Joseph Kellogg brings experience from previous roles at HSBC Private Bank, UBS Wealth Management, Amicorp and Citco Corporate and Trust. Joseph Kellogg holds a 2008 - 2010 Master of Laws @ University of Miami. With a robust skill set that includes Estate Planning, Strategic Financial Planning, International Tax, Risk Management, Estate Tax Planning and more. Joseph Kellogg has 6 emails and 2 mobile phone numbers on RocketReach.
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