UBS Advisor David Schachter Named to Forbes/SHOOK Best-in-State Wealth Advisors List 2022
April 26 2022 - 9:00AM
Business Wire
UBS Wealth Management USA announced today that David Schachter,
a Financial Advisor in the firm’s West Los Angeles Market, has been
named to the Forbes/SHOOK Research Best-in-State Wealth Advisors
list for 2022.
David leads the Endurance Artist Management team at UBS Wealth
Management USA, where he represents top artists, song writers,
music producers, directors, showrunners, digital talent, and
executives with profound influence in Hollywood. He leverages his
multi-decade experience to provide investment advice and
comprehensive financial guidance to the entertainment industry’s
top earners.
“It’s wonderful to see David recognized as a Best-in-State
Wealth Advisor for a second consecutive year," said Jaron
Singletary, West Los Angeles Market Head at UBS Wealth Management
USA. “It takes commitment and dedication to clients to earn this
honor and this recognition is reflective of the hard work David and
his team have put in.”
David also recently earned the Athletes and Entertainers
Consultant (“AEC”) designation at UBS. Advisors with the AEC
designation meet specific requirements, including depth of
experience advising clients in the sports and entertainment
industries and a commitment to serving the athlete or entertainer
in a way that meets him or her “where they are.” The advisor also
has to participate in an extensive training program, which covers
everything from the atypical income streams of these clients to
potentially special financial planning circumstances they may
have.
This year’s Forbes/SHOOK Research Best-in-State Wealth Advisors
list is comprised of over 6,500 advisors across the country,
managing more than $10 trillion in client assets. Each advisor is
chosen based on an algorithm of qualitative and quantitative
measures including phone and in-person interviews, compliance
records, and revenue generated for their firms.
For the full list and further information, please visit:
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).
© 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.
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Financial Profiles Pat Burek pburek@finprofiles.com
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