Experience Makes all the difference

Our team of professionals understands that the right way forward to meeting your business, financial and investment goals is with a thoughtful and comprehensive plan. We work with integrity, remain knowledgeable and provide our work for a fair fee. This service and dedication has led to many long-term relationships.

Joshua C. Pottinger, CIMA® CEPA®

Senior Vice President - Wealth Management
Financial Advisor
Private Wealth Advisor
Certified Exit Planning Advisor (CEPA®)
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512-542-7528

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Josh takes a collaborative approach, working closely with UBS specialists as well as tax and legal professionals, to understand clients’ goals and help simplify the complexity of today’s global markets through clear, actionable strategies. For more than 24 years, Josh has been helping clients solve complex financial challenges by anticipating their potential opportunities and challenges. As a Wealth Advisor, Josh works with a small, select group of clients, offering a highly personalized experience that has resulted in long-lasting relationships.


“We’re honest, sincere and straightforward with our clients. If it’s not in our clients’ best interest, we won’t bring it up. The type of clients we connect with are focused on living a meaningful life and leaving a legacy behind that they can be proud of.”

— Joshua Pottinger


Josh and the team have a specific focus on the needs of owners and key stakeholders of businesses who are considering a transition or actively looking to exit their business. His training and access to key experts within UBS is crucial to helping clients navigate the complexities of selling a business and prepare a comprehensive plan that addresses their needs before, during and after their exit.

Experience

  • Entire career, since 1995, has been in financial services
  • In practice with partner, Jason Chirogianis, since 2002
  • Joined UBS in November 2008
  • Morgan Stanley, March 2000 – November 2008

Accomplishments

  • Certified Exit Planning Advisor (CEPA®) designation
  • Certified Investment Management Analyst® (CIMA®) through the Investments and Wealth Institute
  • Wealth Advisor designation
  • UBS Private Wealth accreditation
  • Behavioral Finance certification program through the Investments and Wealth Institute
  • B.S. degree, finance, Arizona State University

Life

  • Served on the board of the Make A Wish Foundation for six years and also spent time working with Dell Children’s Hospital
  • Enjoys spending time with his wife, Kristen, and children, Elle and Johnny, at their ranch in Harper, TX
  • Passionate about the outdoors, including fly fishing, hunting, camping, and kayaking. Enjoys playing the guitar


Registered States:
AZ, CA, CO, DC, FL, GA, ID, IL, KY, LA, MA, MN, MS, NC, NJ, NM, NY, PA, SC, TN, TX, VA, WI


Jason Chirogianis

Senior Vice President - Wealth Management
Private Wealth Advisor
Certified Exit Planning Advisor (CEPA®)
512-542-7529

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For nearly 25 years, Jason has been an advisor, ally and mentor to clients, providing the experienced guidance they need to confidently face their financial decision-making process. Jason goes above and beyond, making a real impact and helping clients focus on what is most important in their lives. As the Senior Portfolio Manager on the team, he manages their customized investment strategies, ranging from traditional diversified portfolios to tactical all-ETF proprietary portfolios. He also has extensive experience with hedging strategies, insider-diversification planning and concentrated/restricted stock positions.


“Our team is very conscientious and transparent about the solutions we bring to the table. I am an avid reader of UBS and third party research and passionate about intertwining market statistics with behavioral finance in effort to enhance successful outcomes for clients.”

— Jason Chirogianis


With a specific concentration on the diverse needs of entrepreneurs and business owners, Jason works with key stakeholders at all stages of their business life cycle. Whether considering a transition or actively navigating a sale, Jason provides the experience and access to the global resources and experts of UBS to address business owners’ needs before, during and after their exit.

Experience

  • 25 years of experience
  • In practice with partner, Josh Pottinger, for 18 years
  • Joined UBS in November 2008
  • Morgan Stanley, 1998-2008

Accomplishments

  • UBS Private Wealth accreditation
  • B.A. degree, psychology, Tulane University

Life

  • Past 11 years has been active with the Meals on Wheels program.
  • Resides in Austin with his wife, Adina, and their two children, Grady and Lila.
  • Enjoys all things outdoor, especially fishing and hunting. Also, live music, cooking, reading and travel.


Registered States:
AZ, CA, CO, DC, FL, GA, ID, IL, KY, LA, MA, MN, MS, NC, NJ, NM, NY, PA, SC, TN, TX, VA, WI


Jennifer Rose Ward

512-542-7518

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Jennifer began her career in the financial services industry in 2007. Prior to joining ATX Wealth Partners, she served as a Client Service Associate and Business Technology Liaison within UBS. Jennifer is an integral part of the practice as she created the group’s service model, supports our team, and works closely with clients managing their administrative and operational service requests.  Jennifer earned a B.B.A. in Management from Texas A&M University and holds the Series 7 and 66 securities licenses. Originally from Damon, TX, she is the fifth generation to have been raised on the Ward 7UP Ranch since its establishment in 1901. Jennifer resides in Austin with her husband, Ryan, and their son, Charles. Outside of the office, they enjoy traveling, exploring Austin's culinary scene, and spending time with family and friends.

 


Registered States:
TX


Ross Cannady

Senior Wealth Strategy Associate
512-542-7521

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Ross provides support to the team in its development of wealth management strategies and in its efforts to coordinate the various components of our clients' wealth management planning. Ross began his career in finance as a Compliance Analyst for Waddell & Reed in Kansas City. Ross earned his B.S. in economics from the University of Kansas and holds the Series 7, 24, 66 securities licenses, as well as various Insurance licenses. He currently resides in Austin, TX, and enjoys playing golf and spending time with friends and family.


Registered States:
KS, TX