Joel S. Post

Background

About Joel S. Post

I have 30 years of financial advisory and investment experience and have built a wealth management practice around financial and corporate executives and their families. I excel at sourcing and executing a range of solutions across investments and other wealth management services, with particular experience in the areas of portfolio construction, alternative investments and financial planning. I spent over eight years in the Private Banking and Investment Group at Merrill Lynch working with one of the top teams at the firm. I also worked in Investment Banking at Lehman Brothers in the Industrials group and at Credit Suisse in the Financial Institutions and Debt Capital Markets groups. I serve on the Boards and investment committees of the American Farm School (Greece), The Fly Club (Harvard), and Thomas Emery Sons, an alternative investment fund. I graduated from Phillips Academy Andover, Harvard College (cum laude) and earned an MBA from the Wharton School at the University of Pennsylvania. I reside in Palm Beach, FL with my wife and son.**By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**