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 @ WE Family Offices
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2012 - 2013 Senior Vice President, Private Wealth Solutions @ HSBC
2004 - 2012 Executive Director, Wealth Planning International @ UBS Group AG

2002 - 2004 Founder and Managing Director @ Amicorp Group
1997 - 2002 VP Commercial Operations and Account Manager @ FBC Frankfurter Büro Center Citco Deutschland GmbH

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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

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Joseph Kellogg Skills

Estate Planning
Strategic Financial Planning
International Tax

Risk Management
Estate Tax Planning
Wealth Preservation Planning
Strategic Financial
Wealth Preservation

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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.

Joseph Kellogg Emails

Found 6 emails

Joseph Kellogg Phone Numbers

Found 6 phone numbers

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Others Named Joseph Kellogg

Joe Kellogg

Volunteer Pilot at Angel Flight West

Fort Collins, CO, US
2
- madwire.com
- gmail.com
5
- +1 855-773-XXXX
- +1 970-541-XXXX
- +1 970-663-XXXX
- +1 970-663-XXXX
- +1 970-371-XXXX
Joseph Kellogg

Associate Director, Store Design at Crate and Barrel

Northbrook, IL, US
2
- crateandbarrel.com
- mail.crateandbarrel.com
4
- +1 773-255-XXXX
- +1 847-239-XXXX
- +1 847-579-XXXX
- +1 314-725-XXXX
Joseph Kellogg

Regional Vice President at Primerica

Atlanta, GA, US
3
- ymail.com
- primerica.com
- corp.primerica.com
2
- +1 678-567-XXXX
- +1 678-516-XXXX
Joseph Kellogg

CFO at Madwire Media

Loveland, CO, US
4
- +1 970-663-XXXX
- +1 970-231-XXXX
- +1 970-679-XXXX
- +1 720-771-XXXX
Joey Kellogg

Owner at Great Harvest Bread Co.

Littleton, CO, US
2
- greatharvest.com
- walmart.com
4
- +1 303-747-XXXX
- +1 303-470-XXXX
- +1 720-431-XXXX
- +1 303-909-XXXX

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Top WE Family Offices Employees

Santiago Ulloa

Founder and Managing Partner at WE Family Offices

Miami, FL, US
2
- wefamilyoffices.com
- gmail.com
5+
- +1 305-710-XXXX
- +1 305-799-XXXX
- +1 305-825-XXXX
- +1 561-746-XXXX
- +1 212-218-XXXX
- +1 305-365-XXXX
Michael Zeuner

Managing Partner at WE Family Offices

United States
2
- wefamilyoffices.com
- aol.com
5+
- +1 561-354-XXXX
- +1 212-218-XXXX
- +1 305-825-XXXX
- +1 212-874-XXXX
- +1 856-265-XXXX
- +1 862-452-XXXX
Andres Sanchez

Partner at WE Family Offices

Miami, FL, US
2
- wefamilyoffices.com
- gmail.com
Joseph Kellogg

Head of Wealth Planning at WE Family Offices

Miami, FL, US
5+
- wefamilyoffices.com
- hotmail.com
- gmail.com
- yahoo.com
- aol.com
- juno.com
5+
- +1 305-503-XXXX
- +1 305-825-XXXX
- +1 305-523-XXXX
- +1 770-505-XXXX
- +1 305-921-XXXX
- +1 786-863-XXXX
Matt Farrell

Deputy Chief Investment Officer at WE Family Offices

Miami, FL, US
3
- yahoo.com
- wefamilyoffices.com
- gmail.com
3
- +1 212-218-XXXX
- +1 336-263-XXXX
- +1 919-994-XXXX
Avery Wonacott

Investment Associate at WE Family Offices

Florida, United States
1
- wefamilyoffices.com
Fedra Vasquez

Associate at WE Family Offices

Miami, FL, US
2
- wefamilyoffices.com
- gmail.com
Felipe Castro

Associate Advisor at WE Family Offices

Miami, FL, US
1
- wefamilyoffices.com
3
- +1 305-559-XXXX
- +1 786-375-XXXX
- +1 786-398-XXXX

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