SVP WEALTH MANAGEMENT
UBS Financial Services Inc.
NEW ALBANY, OH
Joshua works with ESOP companies and their leaders navigate the critical years after the transaction, where long-term stability, repurchase obligations, and personal wealth management come into focus.
As the founder of the Corporate Liquidity Planning Group at UBS, he brings more than 25 years of financial planning experience and six years of deep specialization in the ESOP space. My team and I partner with executives, trustees, and selling shareholders to design liquidity strategies that support both the company’s commitments and the owner’s next chapter.
Disclosure information not submitted.
ESOP Trivia Challenge: Turning Obligations Into Opportunities
Tuesday, April 7, 2026
2:45 PM - 3:45 PM CDT