UBS news

54 UBS Advisors named to Financial Times Top 400 list

New York WM Americas News Media Releases Americas

Congratulations to our Advisors recognized!

This week, the Financial Times announced its annual Top 400 Financial Advisors list. Overall, 54 UBS Advisors secured spots on the list, which factors in AUM, AUM growth, years of experience, and compliance record. 

"The UBS Advisors honored on this year's FT Top 400 list together demonstrate a consistent dedication to growing their practices and building meaningful, long-term client relationships," said Tom Naratil, President Wealth Management Americas and President Americas. "They set a great example for those around them and I congratulate each of them on this recognition and their ongoing success."

To learn more about the Advisors and their businesses, visit their websites below.

Name

City & State

Website

Keith Apton*

Washington, DC

Link

Paul Arevian

Denver, CO

Link

Glenn Arthurs

Buffalo, NY

Link

Jonathan Beukelman

Lincoln, NE

Link

Eric Bickler

White Plains, NY

Link

Andrew Burish*

Madison, WI

Link

Craig Chiate

Los Angeles, CA

 

Terry Cook*

Bellevue, WA

Link

Jerry Duncan*

Liberty Park, AL

Link

Mark Elias*

Houston, TX

Link

David Ellis*

Cincinnati, OH

Link

Marcus Fagersten

San Francisco, CA

Link

Sean Fetterman*

Boca Raton, FL

Link

Stephen Fish

Kenwood, OH

Link

Rick Frayard

New Orleans, LA

Link

Clinton Gee

Irvine, CA

Link

Ghislain Gouraige*

Coral Gables, FL

Link

William Gourd*

Stamford, CT

Link

Barry Haffner*

Washington, DC

Link

Martin Halbfinger*

New York, NY

Link

Richard Held

Chicago, IL

Link

Teresa Jacobsen

Stamford, CT

Link

Jason Katz

New York, NY

Link

Sean Kilduff*

New York, NY

Link

Gregory Klenke

Houston, TX

Link

Ira Kravitz*

Plano, TX

Link

Leslie Lauer

Atlanta, GA

Link

Steve Levine

Los Angeles, CA

Link

Elizabeth Lockwood

Houston, TX

Link

Jay Maltby

Chicago, IL

Link

Douglas Massey

Boston, MA

Link

Joseph Matina*

Short Hills, NJ

Link

Michael Matthews*

Bellevue, WA

Link

Mary Mattson Kenworthy*

Stamford, CT

Link

Ryan McClellan*

Los Angeles, CA

Link

Robert Metcalf*

Los Angeles, CA

Link

Mark Moore

Austin, TX

Link

Bill Rush Mosby

Jackson, MS

Link

Jonathan Murray*

Hunt Valley, MD

Link

Donald Peterson

Dallas, TX

Link

Russell Rabito

New York, NY

Link

James Rimmel

Pittsburgh, PA

Link

Sharon Sager

New York, NY

Link

Daniel Schwartz*

Paramus, NJ

Link

Marc Shegoski

Princeton, NJ

Link

Lawrence Smith*

Brea, CA

Link

Scott Stackman

New York, NY

Link

Kurt Sylvia*

Palm Beach, FL

Link

Charles Temel*

New York, NY

Link

Daniel Torbeck

Kenwood, OH

Link

Jon Vigi*

Birmingham, MI

Link

Ira Walker*

Red Bank, NJ

Link

Jay Williams

Memphis, TN

Link

James Wrenn

Lake Oswego, OR

Link