UBS advisor David Potischman named to Forbes/SHOOK Best-in-State Wealth Advisors List
May 31 2022 - 1:37PM
Business Wire
UBS Wealth Management USA announced today that David Potischman,
a Financial Advisor in the firm’s Florham Park, NJ office has been
named to the Forbes/SHOOK list of Best-in-State Wealth Advisors
list for 2022. This is the second consecutive year David has been
named to the list.
“We’re proud to see David recognized as a Best-in-State Wealth
Advisor for the second year in a row,” said John Geoghan, Market
Head for Northern New Jersey, UBS Wealth Management USA. “David’s
clients know first-hand the dedication, experience and acumen he
brings to help them pursue their life’s goals.”
David leads the Potischman Wealth Management team in providing
investment and financial planning to high-net-worth clients,
including multi-generational families. As a CERTIFIED FINANCIAL
PLANNER™, David provides deep knowledge in key areas of client
planning needs, including estate, insurance, investment, retirement
and tax. He is life, health and long-term care insurance licensed,
and has attained the Portfolio Manager designation at UBS. David
graduated with honors from Bowdoin College in Maine.
This year’s Forbes/SHOOK Research Best-In-State Wealth Advisors
list is comprised of more than 6,500 advisors, managing a
collective $10 trillion in client assets. The ranking algorithm is
based on qualitative and quantitative criteria, including:
telephone, virtual and in-person interviews; revenue produced;
assets under management; quality of practice; regulatory record;
and industry experience.
For the full list and further information, visit:
https://www.forbes.com/best-in-state-wealth-advisors.
Notes to Editors
About UBS UBS convenes the global ecosystem for
investing, where people and ideas are connected and opportunities
brought to life, and provides financial advice and solutions to
wealthy, institutional and corporate clients worldwide, as well as
to private clients in Switzerland. UBS offers investment solutions,
products and impactful thought leadership, is the leading global
wealth manager, provides large-scale and diversified asset
management, focused investment banking capabilities, and personal
and corporate banking services in Switzerland. The firm focuses on
businesses that have a strong competitive position in their target
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. Neither
UBS Financial Services Inc. or its employees pay a fee in exchange
for these ratings. Past performance is not an indication of future
results.
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Christina Aquilina Christina.aquilina@ubs.com
https://www.ubs.com
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