Joseph Kellogg

Head of Wealth Planning at WE Family Offices

Joseph Kellogg has a diverse work experience in wealth planning and private banking. Joseph is currently serving as the Head of Wealth Planning at WE Family Offices since May 2013. Prior to that, they held the position of Senior Vice President, Private Wealth Solutions at HSBC Private Bank from July 2012 to May 2013. From 2004 to 2012, they worked at UBS Wealth Management as the Executive Director, Wealth Planning International. Joseph also has experience as the Founder and Managing Director of Amicorp, where they opened and managed the Miami representative office and provided advisory services to international clients and multinational businesses. Before that, they worked as a VP Commercial Operations & Account Manager at Citco Corporate and Trust from 1997 to 2002.

Joseph Kellogg's education history is as follows:

From 2008 to 2010, they attended the University of Miami School of Law and obtained a Master of Laws (LL.M.) degree in Taxation.

In 1994 to 1995, they attended Escuela Libre de Derecho and completed a post-graduate course on International Business Law in Mexico.

Between 1991 and 1994, they studied at American University Washington College of Law and earned a Doctor of Law (J.D.) degree.

From 1985 to 1990, they attended Creighton University and graduated with a Bachelor of Arts (B.A.) degree in Political Science and Philosophy.

There is no information regarding their education at Creighton Prep or St. Robert Bellarmine.

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Timeline

  • Head of Wealth Planning

    May, 2013 - present