Joshua S. Miller, CFP®
Josh Miller is a managing director and senior wealth strategist in CIBC Atlantic Trust Private Wealth Management's Boston office.
Josh has more than 15 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 create integrated estate plans, guide client families in evolving a healthy wealth culture and find solutions to develop the rising generation, all 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, where he currently serves as Vice President and President-Elect, as well as the Arts & Business Council of Boston and the Society of Trust and Estate Practitioners, where Josh currently serves as Treasurer.
While in private practice, he was awarded the prestigious Robert B. Fraser Award for Pro Bono Excellence from the Volunteer Lawyers for the Arts in Massachusetts. He has also contributed articles to or been quoted in numerous publications including Massachusetts Family Business magazine, Private Wealth magazine, Trusts & Estates magazine and Family Wealth Report. In addition, Josh has presented programs for Massachusetts Continuing Legal Education, the American Bar Association, the Financial Planning Association and the American Academy of Attorney-CPAs.
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