23 Advisors in the UBS Northeast Private Wealth Management Market Named to the Forbes/SHOOK Best-In-State Wealth Advisors List
April 14 2022 - 12:00PM
Business Wire
UBS Private Wealth Management today announced that 23 advisors
in the firm’s Northeast Private Wealth Management market have been
named to the Forbes/SHOOK Research Best-In-State Wealth Advisors
list for 2022.
“Congratulations to our advisors on this momentous industry
recognition,” said Julie Fox, Northeast Market Head at UBS Private
Wealth Management. “It is extremely gratifying to see our advisors
acknowledged for their long-standing commitment to providing
clients with the highest quality of financial services.”
UBS advisors in the Northeast Private Wealth Management market
named to the list are:
Boston: Andrea Bevis, Jonathan Galli, Justin Glucksman,
Trammel Martin, Jose Rodriguez, Jeremy Seidman and William J.
Sullivan
Charlotte, NC: Gregory Cash and Mitchell Wickham
Greenwich, CT: William Gourd, Fred Hahn and Derek
Thompson
Newport, RI: James Hilton
Philadelphia: John Garvey and Michael Greenly
Rochester: David Mattia
Stamford, CT: Teresa Jacobsen, Thomas Mantione and Andrew
Shantz
Washington, DC: William B. Finnerty, Jared Max Hendler,
Gregory H. Marcus and Rod von Lipsey
This year’s Forbes/SHOOK Research Best-In-State Wealth Advisors
list is comprised of more than 6,500 advisors across the country
who collectively manage $10 trillion in client assets. The ranking
algorithm is based on qualitative and quantitative criteria
including phone and in-person interviews, compliance records and
revenue generated for their firms.
For the full list and further information visit:
https://www.forbes.com/best-in-state-wealth-advisors.
Notes to Editors
About UBS Global Wealth Management
As the world's largest wealth manager, UBS Global Wealth
Management provides comprehensive advice, solutions and services to
wealthy families and individuals around the world. Clients who work
with UBS benefit from a fully integrated set of wealth management
capabilities and expertise, including wealth planning, investment
management, capital markets, banking, lending and institutional and
corporate financial advice.
About UBS
UBS provides financial advice and solutions to wealthy,
institutional and corporate clients worldwide, as well as private
clients in Switzerland. UBS's strategy is centered on our leading
global wealth management business and our premier universal bank in
Switzerland, enhanced by Asset Management and the Investment Bank.
The bank focuses on businesses that have a strong competitive
position in their targeted markets, are capital efficient, and have
an attractive long-term structural growth or profitability
outlook.
UBS is present in all major financial centers worldwide. It has
offices in more than 50 regions and locations, with about 30% of
its employees working in the Americas, 30% in Switzerland, 19% in
the rest of Europe, the Middle East and Africa and 21% in Asia
Pacific. UBS Group AG employs more than 72,000 people around the
world. Its shares are listed on the SIX Swiss Exchange and the New
York Stock Exchange (NYSE).
https://www.ubs.com
© UBS 2022. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS. Although
neither UBS Financial Services Inc. or its employees pay a fee in
exchange for these ratings, UBS may hire RJ Shook to be a speaker
for events. Past performance is not an indication of future
results.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20220414005664/en/
Media Contact: Scott Gamm Strategy Voice Associates
scott@strategyvoiceassociates.com
UBS (NYSE:UBS)
Historical Stock Chart
From Mar 2024 to Apr 2024
UBS (NYSE:UBS)
Historical Stock Chart
From Apr 2023 to Apr 2024