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Bates Center for Entrepreneurship and Leadership

Joshua Ulmer

Advisory Board Member

Mr. Ulmer is a Director in the Corporate Client Group and a Senior Vice President with Morgan Stanley, where he oversees the corporate pension advisory practice for the Pacific Northwest.

Joshua received his Bachelor of Arts in Business and Economics from Lewis & Clark College. He went on to complete a number of industry specific programs and professional designations, which include:  a Certificate in Risk Management from the New York Institute of Finance; the Certified Investment Management Analyst designation through the University of Pennsylvania’s Wharton School of Business, a CFA (Chartered Financial Analyst) charter; and the Chartered Retirement Plan Specialist designation through the College for Financial Planning.

Joshua has been the recipient of various forms of industry recognition, including: 2017 PLANSPONSOR Retirement Plan Adviser of the Year; PLANADVISER’S 2017 TOP 100 RETIREMENT PLAN ADVISERS; Financial Times Top 401 Retirement Plan Advisors in 2015 and 2016; Barron’s 2017 & 2016 Top 1,200 Financial Advisors in America; National Association of Plan Advisers Young Gun list in 2017. In January of 2017, Mr. Ulmer was selected to serve as a council member for the Retirement Advisor Council of America.

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. Joshua residents in the Pearl district in Portland, Oregon with his fiancée. He is an avid global traveler and has visited 6 of the 7 continents.    

Job Title

Morgan Stanley - SVP & Corporate Client Group Director