Four UBS advisors in the Midwest Private Wealth Management market named to the Forbes/SHOOK Best-in-State Wealth Advisors list
June 07 2022 - 1:11PM
Business Wire
UBS Private Wealth Management announced today that advisors
Jonathan Beukelman, Michael Chudd, Mark Geist, and Jeremy Keller of
the firm’s Montage Financial Group have been named to the
Forbes/SHOOK Best-in-State Wealth Advisors list for 2022.
“We are proud to see Jonathan, Mark, Jeremy and Michael
recognized for their long-standing commitment to serving the
financial needs of ultra-high net worth individuals, families, and
institutions,” said Michael Gatewood, Midwest Market Head at UBS
Private Wealth Management. “These advisors go above and beyond to
gain a deep understanding of their client’s passions, concerns and
fears to provide personalized, comprehensive wealth management
solutions.”
With offices in Colorado, Nevada and Nebraska, Montage Financial
Group is a 17 member team specializing in providing ultra-high net
worth individuals, families and corporate entities with financial
advice including estate planning, tax optimization and
philanthropic strategies.
Jonathan Beukelman has more than 24 years of experience working
in the financial services industry and has been with UBS since
2008. He focuses on building trusted relationships to provide
clients with personalized wealth management advice including estate
planning strategies, legacy planning, retirement, philanthropy and
exit planning. Jonathan has been named to numerous industry
accolades over the years for his dedication to clients, including
the Barron’s Top 1,200 Financial Advisors list, the Financial Times
Top 400 Financial Advisors list, the Forbes/SHOOK Top 250 Wealth
Advisors list, and many others. This is the fifth consecutive year
that Jonathan has been named to the Forbes/SHOOK Best-in-State
Wealth Advisors list. He is also a Family Office Consultant (FOC)
and is a member of the UBS Pinnacle Council, which represents an
exclusive group of the firm’s top 2% of advisors.
With more than 27 years of experience, Michael Chudd and his
team specialize in building enduring relationships with
sophisticated families and the institutions they support,
delivering personalized financial advice and guidance. He helps
clients work through issues rooted in finance and family dynamics
and connects them with the firm’s global experts and resources. In
recognition of his dedication to clients, this is the fourth
consecutive year that Michael has been named to the Forbes/SHOOK
Best-in-State Wealth Advisors list. He is also a member of the UBS
Pinnacle Council and serves on the firm’s Financial Advisor
Advisory Council.
Prior to joining UBS in 2008, Mark Geist had been serving a
nonprofit foundation for eight years, helping donors develop and
execute philanthropic giving and estate plans. Today, he supports
the team’s clients with comprehensive wealth strategies, including
financial planning, retirement planning, estate planning and social
projects. Mark is a designated Certified Financial Planner
professional (CFP®), a Certified Private Wealth Advisor (CPWA®),
and a Certified Exit Planning Advisor (CEPA®).
Jeremy Keller has been with UBS since 2009. He and his team are
dedicated to managing virtual family offices and all other aspects
of clients’ financial lives in pursuit of outcomes that align with
their goals and values. This is Jeremy’s second consecutive year
being named to the Forbes/SHOOK Best-in-State Wealth Advisors list.
He also holds his Accredited Asset Management Specialist (AAMS®)
designation.
This year’s Forbes/SHOOK Best-In-State Wealth Advisors list is
compromised 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 in-person
interviews; industry experience; compliance records; revenue
produced; and assets under management.
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).
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.
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Media: Christina Aquilina Christina.aquilina@ubs.com
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