Joshua Ulmer is an Executive Director and Institutional Consulting Director at the firm. He leads the Graystone Consulting - Portland, OR team within Morgan Stanley. As the practice leader, Joshua is charged with overseeing all aspects of the fiduciary consulting process and client experience.
Joshua received his Bachelor of Arts in Business & Economics from Lewis & Clark College in 2001. He went on to complete the Certified Investment Management Analyst program at University of Pennsylvania’s Wharton School in 2005. In 2010 he earned the right to use the Chartered Financial Analyst designation after completing 3 years of study and examination. In 2012 he completed the Chartered Retirement Plan Specialist designation through the College for Financial Planning and in 2014 the Risk Management professional Certificate program at the New York Institute of Finance. Joshua is currently enrolled in the LEAD Program at the Stanford Graduate School of Business.
Joshua Ulmer is active within the financial services industry, he regularly contributes to, and participates in, industry news articles, events, panels, and product evaluation committees. In 2019, Joshua joined the Corporate Retirement Director Advisory Board at Morgan Stanley. In January of 2017, Mr. Ulmer was selected to serve as a council member for the Retirement Advisor Council of America and in 2016 he joined the Advisory Board for the largest 401(k) record keeper in the marketplace. Joshua is also an Advisory Board member for two of the most recognized retirement Conferences - PLANSPONSOR National Conference and Institutional Investors Retirement Plan Advisor Summit.
He is presently a member of the CFA Institute, the Portland Society of Financial Analysts, the National Association of Plan Advisors, as well as a Member of the Investment Management Consultant Association.
Outside of work, Joshua is on the Advisory Board at the Center for Entrepreneurship at Lewis & Clark College. He also oversees his family’s charitable fund the A+J Ulmer Global Impact Funding Trust, which focuses on education, human rights, clean water and the environment. Joshua enjoys spending time with his family and traveling.
Executive Director, Morgan Stanley - Graystone Consulting