UBS news

UBS Advisors part of PLANADVISER "Top 100 Retirement Plan Advisors" list

New York Retirement Planning

  

New York, February 12, 2018 - UBS had five advisor teams named to the 2018 PLANADVISER "Top 100 Retirement Plan Advisors" list. Nominees were evaluated based on retirement plan assets and number of plans. Teams selected were placed across four categories, according to size (individual, small, large, and mega).

"These Advisors are leading the way in developing strategic resources and solutions to fit the complex and evolving needs of businesses and their employees," said Brian Hull, Head of Wealth Management USA. "These five teams have done a great job in delivering for their clients and helping them create robust offerings for their employees. They should take great pride in everything this achievement represents."

"Our institutional clients rely on their Advisors to provide sound advice and tailor-made strategies to help them prepare for the future," said Mike McGovern, Head of Corporate and Institutional Advisory Solutions, Wealth Management USA. "They have done tremendous work of leveraging our firm's global resources to meet their clients' needs, and I look forward to supporting their continued growth and success."

To learn more about the teams—and the Advisors part of them—on this year's list, visit their websites below:

Name

Team

City & State

Link

Darin Beeghley

KMBA Investment Consulting Group

San Diego, CA

Link

Ken Catanella

The Catanella Institutional Consulting Team

Philadelphia, PA

Link

Paul D'Aiutolo

The D'Aiutolo Investment Consulting Team

Rochester, NY

Link

Chad Goerner

Princeton Retirement Consulting

Princeton, NJ

Link

Jon Willhite

The Willhite Institutional Consulting Group

The Woodlands, TX

Link 

Notes to Editors:

About UBS Wealth Management Americas 

Wealth Management Americas is one of the leading wealth managers in the Americas in terms of Financial Advisor productivity and invested assets. Its business includes UBS’s domestic U. S. and Canadian wealth management businesses, as well as international business booked in the U.S. It provides a fully integrated set of wealth management solutions designed to address the needs of ultra high net worth and high net worth clients. 

About UBS 

UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. The operational structure of the Group is comprised of our Corporate Center and five business divisions: Wealth Management, Wealth Management Americas, Personal & Corporate Banking, Asset Management and the Investment Bank. UBS's strategy builds on the strengths of all of its businesses and focuses its efforts on areas in which it excels, while seeking to capitalize on the compelling growth prospects in the businesses and regions in which it operates, in order to generate attractive and sustainable returns for its shareholders. All of its businesses are capital-efficient and benefit from a strong competitive position in their targeted markets. 

UBS is present in all major financial centers worldwide. It has offices in 54 countries, with about 34% of its employees working in the Americas, 35% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 13% in Asia Pacific. UBS Group AG employs approximately 60,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE). 

Media Contact

For UBS Wealth Management Americas
Maya Dillon
Maya.dillon@ubs.com
Tel:  212-713-3130
Mobile:  917-615-7094