Joseph Winkler

Joseph Winkler is a Partner and Wealth Strategist at Bristlecone Advisors, LLC, based in Bellevue, Washington. In his current role, he collaborates with high-net-worth individuals and families, providing bespoke wealth management and investment advisory services, with his responsibilities focused on portfolio construction, holistic financial planning, and client relationship management. He engages in asset allocation across diversified sectors, advising on traditional asset classes such as equities, fixed income, and alternative investments, including mutual funds, ETFs, and investment limited partnerships.

Winkler brings over two decades of wealth management experience, having previously served as Senior Vice President in Wealth Management at UBS Financial Services and as Senior Vice President and Private Banker at Bank of America. His expertise covers tailored financial strategies for affluent clientele, emphasizing risk management and tax-efficient investment solutions.

He holds a Master of Business Administration from the University of Washington’s Foster School of Business, as well as a Bachelor’s degree in Finance and Accounting from Washington State University. Throughout his career, Winkler has been recognized for his commitment to client-centric service and his strategic approach to complex wealth management challenges in the Pacific Northwest region.