Joel S. Post is a seasoned Private Wealth Advisor at UBS Financial Services, with 30 years of experience in financial advisory and investment. They built a practice focused on serving financial and corporate executives and their families, specializing in portfolio construction, alternative investments, and financial planning. Joel previously worked at prestigious institutions such as Merrill Lynch, Lehman Brothers, and Credit Suisse, holding various leadership roles in investment banking and private wealth management. They hold an AB from Harvard College (cum laude) and an MBA from the Wharton School at the University of Pennsylvania, and serve on several boards, including the American Farm School and The Fly Club. Joel resides in Manhattan with their family.
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