Joshua Ulmer is a Managing Director and Institutional Consulting Director with the Graystone Consulting business unit of Morgan Stanley.
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. In March of 2020, Joshua enrolled in the flagship online business program at The Stanford Graduate School of Business, completing the LEAD certificate in June 2021.
Joshua Ulmer is active within the financial services industry, he regularly contributes to, and participates in, industry news articles, events, and product evaluation committees. His work has garnered broad recognition, including being named as a top advisor by BARRON’S, Financial Times, PLANSPONSOR, NAPA, PLANADVISER and Forbes.
Managing Director and Institutional Consulting Director with the Graystone Consulting business unit of Morgan Stanley