Josh Miller

Director/Board Member at

Boston Estate Planning Council

Commercial Services

Finance

Consumer Services

Profile

Joshua S.
Miller is currently the Director at The Arts & Business Council of Greater Boston and the Director at Boston Estate Planning Council.
Previously, he worked as a Managing Director at CIBC Private Wealth Advisors, Inc. from 2014 to 2020.
Before that, he was a Relationship Manager & Wealth Strategist at The Bank of New York Mellon Corp.
(Wealth Management) in 2014.
He also worked as an Attorney at Choate, Hall & Stewart LLP and as an Associate at Holland & Knight LLP.
Mr. Miller received his undergraduate degree from State University of New York College at Oswego in 1996 and his graduate degree from Suffolk University Law School in 2004.

Josh Miller active positions

Companies	Position	Start
Boston Estate Planning Council Boston Estate Planning Council Boston Estate Planning Council is a private company based in Wakefield, MA.	Director/Board Member	-
The Arts & Business Council of Greater Boston The Arts & Business Council of Greater Boston Miscellaneous Commercial ServicesCommercial Services The Arts & Business Council of Greater Boston is a nonprofit organization that empowers artists, creative entrepreneurs, and cultural organizations in Greater Boston. The private company is based in Boston, MA. The council offers programs and services such as legal assistance through the Volunteer Lawyers for the Arts program, the Patent Pro Bono Program of New England, and estate and legacy planning for artists. It provides professional development through fellowships, coaching, and workshops on topics including legal issues, nonprofit management, and generative AI. The council manages and preserves affordable creative spaces through initiatives like the Creative Land Trust and Creative Campus Initiative, and supports organizations with technical assistance in spatial planning, capital readiness, and fundraising.	Director/Board Member	-

All active positions of Josh Miller

Former positions of Josh Miller

Companies	Position	End
CIBC Private Wealth Advisors, Inc. CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities.	Market Strategist	01/04/2020
The Bank of New York Mellon Corp. (Wealth Management) The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments.	Market Strategist	30/11/2014
Choate, Hall & Stewart LLP Choate, Hall & Stewart LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services	Corporate Officer/Principal	-
Holland & Knight LLP Holland & Knight LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services	Corporate Officer/Principal	-

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Linked companies

Private companies	8
The Bank of New York Mellon Corp. (Wealth Management) The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments.	Finance
Choate, Hall & Stewart LLP Choate, Hall & Stewart LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services	Commercial Services
CIBC Private Wealth Advisors, Inc. CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities.	Finance
Holland & Knight LLP Holland & Knight LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services	Commercial Services
State University of New York College at Oswego State University of New York College at Oswego Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Arts & Business Council of Greater Boston The Arts & Business Council of Greater Boston Miscellaneous Commercial ServicesCommercial Services The Arts & Business Council of Greater Boston is a nonprofit organization that empowers artists, creative entrepreneurs, and cultural organizations in Greater Boston. The private company is based in Boston, MA. The council offers programs and services such as legal assistance through the Volunteer Lawyers for the Arts program, the Patent Pro Bono Program of New England, and estate and legacy planning for artists. It provides professional development through fellowships, coaching, and workshops on topics including legal issues, nonprofit management, and generative AI. The council manages and preserves affordable creative spaces through initiatives like the Creative Land Trust and Creative Campus Initiative, and supports organizations with technical assistance in spatial planning, capital readiness, and fundraising.	Commercial Services
Boston Estate Planning Council Boston Estate Planning Council Boston Estate Planning Council is a private company based in Wakefield, MA.
Suffolk University Law School Suffolk University Law School Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services