Fourteen UBS Advisors in the San Diego and Hawaii Wealth Management Market Named to Forbes/Shook Best-in-State Wealth Advisors List
June 06 2022 - 12:00PM
Business Wire
UBS Wealth Management USA announced today that 14 financial
advisors in the firm’s San Diego and Hawaii market have been named
to the Forbes/SHOOK Research Best-In-State Wealth Advisors list for
2022. Of the 14 advisors recognized, three are based in the firm’s
Honolulu office, six are based in San Diego, four are based in La
Jolla and one is based in Riverside.
“Congratulations to our advisors for this prestigious industry
recognition," said Chris Marsh, San Diego Market Head at UBS Wealth
Management USA. "These advisors are committed to helping clients
achieve their financial goals by providing personalized, unmatched
wealth management services.”
The financial advisors named to the list in the San Diego and
Hawaii market are:
Honolulu,
HI:
San Diego,
CA:
Dan Shiu
Courtney Liddy
Brandon Park
Earl Thompson
Kyle Yoneshige
Steven DeMatteo
Peter Andreason
La Jolla,
CA:
Kalyn Maher Walker
Chris Radici
Blair Cannon (Private Wealth Advisor)
Frank Baldwin
Brian Donaldson
Riverside,
CA:
Braydon Hamilton (Private Wealth
Advisor)
Scott Morris
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.
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. 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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Media Contact: Beth Walsh 858-254-2845
beth@clearpointagency.com https://www.ubs.com
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