Joshua Ulmer, CFA, CIMA®, CRPS®
Managing Director, Wealth Management, Institutional Consulting Director
Joshua Ulmer leads the Graystone Consulting - Pacific Mountain team at Morgan Stanley, where he oversees all aspects of the fiduciary consulting process and client experience. Joshua is dedicated to providing his clients with tailored strategies to help support their financial goals. He holds the title of Managing Director at the firm and serves as an Institutional Consulting Director.
Joshua earned his Bachelor of Arts in Business & Economics from Lewis and Clark College in 2001. He furthered his education by completing the Certified Investment Management Analyst program at the University of Pennsylvania’s Wharton School in 2005. In 2010, he achieved the Chartered Financial Analyst designation after three years of rigorous study and examination. He continued to expand his knowledge by obtaining the Chartered Retirement Plan Specialist designation from the College for Financial Planning in 2012 and completing the Risk Management Professional Certificate program at the New York Institute of Finance in 2014. In March 2020, Joshua enrolled in the flagship online business program at The Stanford Graduate School of Business, completing the Mini MBA program (LEAD) and receiving his certificate in June 2021.
Joshua has received numerous accolades for his contributions to the industry, including, but not limited to:
•PLANADVISER's Top 100 Retirement Plan Advisers (2017 - 2025)
•Barron’s Top 1,200 Financial Advisors in America (2016 – 2025)
•PLANSPONSOR Retirement Plan Adviser of the Year (2017)
Active within the financial industry, Joshua regularly contributes to news articles, events, panels, and product evaluation committees. In 2019, he joined the Corporate Retirement Director Advisory Board at Morgan Stanley. He has served as a council member for the Retirement Advisor Council of America since 2017 and been on the Advisory Board for the largest 401(k) record keeper from 2016-2022. Joshua is also an Advisory Board member for two of the most recognized retirement plan industry conferences.
He is a member of the CFA Institute, the National Association of Plan Advisors, and the Investment Management Consultant Association.
Outside of his professional commitments, Joshua serves on the Advisory Board at the Center for Entrepreneurship at Lewis and Clark College and oversees his family’s charitable fund.
Awards Disclosures and Criteria:
2017-2025 Retirement Plan Adviser of the Year (previously referred to as PLANSPONSOR Retirement Plan Adviser of the Year). Source: planadviser.com (Awarded 2017-2025) Data compiled by ISS Media during the period from 1/1 – 12/31 of the year preceding the award.
Barron's Top 1,200 Financial Advisors 2016 -2025: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State). Source: Barrons.com. Awarded in 2016 – 2025. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2017 PLANSPONSOR Retirement Plan Adviser of the Year. Source: planadviser.com (Awarded May 2017) Data compiled by ISS Media based on time period from 1/1/16-12/31/16.
https://www.morganstanley.com/disclosures/awards-disclosure/
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Awards Disclosures | Morgan Stanley
