Joseph William Powers

Employer firm

Great Diamond Partners, LLC CRD 299598

$804M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• BUSINESS TRANSITION PLANNING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2000 → 05/2019
  Ubs Financial Services Inc.
  Portland, ME
• 08/2002 → 05/2019
  Ubs Financial Services Inc.
  Portland, ME
• 05/2019 → Present
  Great Diamond Partners Llc
  Portaland, ME
• 05/2019 → 10/2019
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2000-02-11 → 2019-05-20
  Ubs Financial Services Inc.
  Portland, ME
  Portland, ME

Other Businesses

(1) INDEPENDENT LICENSED INSURANCE AGENT; PORTLAND, MAINE; NON- INVESTMENT RELATED (2) 06/2023 The Catholic Foundation of Maine; Chair of the Finance Committee; Investment related; 510 Ocean Avenue Portland ME 04101; Endowments; 3 hours per month; 0 during trading hours; Chair a finance committee of 6 volunteers and work with RIA Cap Trust as advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-03
• S63 Uniform Securities Agent State Law Examination
  1994-11-11

Designations

• Certified Financial Planner

Other Names

• Joseph W Powers