UBS advisor team Endurance Artist Management named to the Forbes Best-in-State Wealth Management Teams list
February 27 2023 - 9:00AM
Business Wire
UBS Wealth Management USA announced today that Endurance Artist
Management, an advisor team in the firm’s Los Angeles, California
office has been named to the Forbes Best-In-State Wealth Management
Teams list for 2023. Led by Private Wealth Advisor David Schachter
and Financial Advisors Dane Abbott and Tony De La Rosa, the team
focuses on providing comprehensive wealth management services that
address the unique needs of clients in the media and entertainment
community.
“I’m incredibly proud to see Endurance Artist Management
recognized as one of the best wealth management teams in
California,” said Lauren Gorsche, UBS Los Angeles Market Executive.
“Their attention to client service, sophisticated investment
management approach, and dedication to their clients make them true
leaders in our business.”
Endurance Artist Management serves a wide range of entrepreneurs
and entertainment clients, including top artists, song writers,
music producers, directors, showrunners, and executives with
influence in Hollywood. The team also provides founders, business
owners and venture-backed growth companies with guidance and
corporate advisory services from early stages through strategic
exits, IPOs and beyond.
Team lead David Schachter holds the UBS Athletes and
Entertainers Consultant (“AEC”) designation. Advisors with the UBS
AEC designation must meet specific requirements, including depth of
experience advising clients in the sports and entertainment
industries and a commitment to serving athletes or entertainers in
a way that meets them “where they are.” This select group of UBS
advisors participate in an extensive training program, which covers
complex needs unique to this client segment, such as atypical
income streams and special financing circumstances. David has also
previously been recognized as a Forbes Best-in-State Wealth Advisor
(2021, 2022).
The Endurance Artist Management team also includes Wealth
Strategy Associate Peter Repar, Client Associate Alexander Chumas,
and Team Administrator Robbie Stone.
The inaugural Forbes/SHOOK Best-In-State Wealth Management Teams
list features more than 2,800 teams with cumulative assets of
roughly $4 trillion. The ranking, developed by SHOOK Research, is
based on an algorithm of quantitative and qualitative criteria,
including telephone, virtual and in-person interviews.
For the full list and further information, visit:
https://www.forbes.com/lists/wealth-management-teams-best-in-state.
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, 29% in Switzerland, 20% 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 2023. 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. For press use only.
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Media: Christina Aquilina Christina.aquilina@ubs.com
https://www.ubs.com
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