100 Federal Street 37th Floor
Boston, MA 02110

PHONE NUMBER:
TOLL FREE:
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617.357.9600
877.614.9600
617.357.9602
 

Joshua S. Miller, CFP®
Managing Director

Josh Miller is a managing director and senior wealth strategist in CIBC Atlantic Trust Private Wealth Management's Boston office.

Josh has more than 14 years of industry experience, counseling high net worth individuals, corporate executives, closely held business owners and multinationals on sophisticated estate plan designs and strategies. He works directly with clients and their advisors to develop and implement charitable, estate and wealth transfer and management planning as part of CIBC Atlantic Trust's integrated wealth management process.

Prior to joining the firm, Josh was a senior relationship manager and wealth strategist for BNY Mellon Wealth Management, where he worked with business owners and high net worth individuals throughout the country advising them and their families on investment management and various areas of wealth planning. Previously, he practiced at the law firm of Holland & Knight.

Josh received his Juris Doctor degree from Suffolk University Law School and graduated cum laude with a Bachelor of Arts from the State University of New York at Oswego. He also holds the CERTIFIED FINANCIAL PLANNER™ certification and is a Registered Trust and Estate Practitioner with STEP, the Society of Trust and Estate Practitioners.

Josh serves on several boards including the Boston Estate Planning Council, the Arts & Business Council of Boston and the Professional Advisors Council of the Brookline Community Foundation. In addition, Josh has contributed numerous articles to publications including Massachusetts Family Business magazine, Private Wealth magazine and Family Wealth Report.