Josh Cummins Email & Phone Number
Managing Director-Wealth Management @ UBS Group AG
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Josh Cummins Location
- Westlake Village, CA, US
Josh Cummins Work
- Managing Director-Wealth Management @ (July 2024 - Present)
- Wealth Management Advisor, Managing Director @ (June 2009 - July 2024)
- Vice President - Investments @ (February 2005 - June 2009)
- Wealth Management @ Credit Suisse First Boston (January 2003 - February 2005)
- Wealth Management @ (August 1999 - January 2003)
Josh Cummins Education
- Columbia University
Master's Degree
1997-1999 - Pepperdine University
Bachelor's Degree
1991-1995 - Pepperdine University
Josh Cummins Skills
- Family Wealth Management Strategies
- Family Wealth Planning
- Foundations and Trusts
- Goal Based Wealth Management
- Holistic Goals based planning approach
- High Net Worth Individuals
- High Net Worth Portfolio Management
- Goals Based Asset Management
- Customized Investment Strategies
- Investment Analysis - Portfolio Construction
- Investment Management
- Managing New Wealth
- Portfolio Management and Retirement Planning
- Pre- and Post- Liquidity Strategies
- Private Wealth Management
- Retirment Planning and Wealth Management
- Senior Portfolio Manager
- Wealth Management Strategies and Guidence
- Wealth Management Advisor
- Wealth Planning for Families and Endowments
- Wealth Preservation
- Weatlh Management
- Asset Management
- Capital Markets
- Client Relationships
- Customized Retirement Planning
- Portfolio Construction
- Pre and Post Liquidity Strategies
- Investment Analysis
Josh Cummins Summary
- Josh Cummins, based in Westlake Village, CA, US, is currently a Managing Director-Wealth Management at UBS. Josh Cummins brings experience from previous roles at Merrill Lynch Wealth Management, UBS, Credit Suisse First Boston and Donaldson, Lufkin & Jenrette. Josh Cummins holds a 1997 - 1999 Master's Degree @ Columbia University. With a robust skill set that includes Family Wealth Management Strategies, Family Wealth Planning, Foundations and Trusts, Goal Based Wealth Management, Holistic Goals based planning approach and more. Josh Cummins has 3 emails and 2 mobile phone numbers on RocketReach.
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