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53 named to Forbes/SHOOK Top Next Generation Wealth Advisors list

New York Media Releases Americas

  

Meet the UBS Financial Advisors of tomorrow

Forbes/SHOOK announced their inaugural ranking of America's Top 500 Next Generation Wealth Advisors. The list includes 53 UBS Advisors, who were evaluated based on AUM, production, years of experience and information that they provided directly to Shook Research. In order to be considered for this list, the individual had to be a producing Financial Advisor born in 1980 or later, with at least 4 years of experience as an Advisor at the current firm.

"Seeing the commitment these Advisors have to their clients and to meeting their evolving needs gives me great confidence in our business and our ability to grow in the years ahead," said Tom Naratil, President Wealth Management Americas and President Americas. "We should be proud of how these honorees are already distinguishing themselves and shaping the future of our industry."

To learn more about the Advisors on this year's list, visit their websites below:

Name

City & State

Website

Joseph Aceto

Boston, MA

Link

Ryan Barnes

San Angelo, TX

Link

Natalie Brownfield Barron

Seal Beach, CA

Link

Matthew Bechtel

Boston, MA

Link

Benjamin Brown

Barrington, IL

Link

Jonathan Byrd

Atlanta, GA

Link

Kyle Caouette

Bellevue, WA

Link

Dan Chillemi

Indianapolis, IN

Link

Gabriel Cooperman

New York, NY

Link

Blair Cornell

Miamisburg, OH

Link

John Daly

Louisville, KY

Link

Austin Del'Ve

Los Angeles, CA

Link

Elizabeth Engelmann

Bloomington, MN

Link

Franco Estrada Velasco 

San Juan, PR

Link

Blake Foster

Newport Beach, CA

Link

Leigh Anne Gage

Cincinnati, OH 

Link

David Gasper

Troy, MI

Link

Justin Glucksman

Boston, MA

Link

Brian Gooding

Newport Beach, CA

Link

Rachel Gottlieb

New York, NY

Link

Ryan Hall

Louisville, KY

Link

Erik Held

Chicago, IL

Link

Alex Howell

La Jolla, CA

Link

James Ingoe

Bethesda, MD

Link

Mark Kaye

Houston, TX

Link

Kevin Kitt

New York, NY

Link

Ryan Long

Dallas, TX

Link

Mark Lopez

Houston, TX

Link

Jordan Mahaffey

New York, NY

Link

Lindsay Mais

Seal Beach, CA

Link

Chris McCormick

Chicago, IL

Link

Tyler McKean

Sylvania, OH

Link

Joe Panfil

New Albany, OH

Link

Bret Petersen 

Naperville, IL

Link

Brian Pollak

Hudson, OH

Link

Xi Qiao

San Francisco, CA

Link

Falls Robinson

Memphis, TN

Link

Robert Russo

Houston, TX

Link

Nick Sadowsky

Boca Raton, FL

Link

John Scally

Florham Park, NJ

Link

Kristen Scarpa Bissett

West Palm Beach, FL

Link

Nicholas Schirripa

Beverly Hills, CA

Link

Stockton Schultz

Mishawaka, IN

Link

David Sears

Princeton, NJ

Link

Matthew Sharp

Dallas, TX

Link

Tim Shelton

Plymouth, MI

Link

John Straus

New York, NY

Link

Scott Taylor

Denver, CO

Link

Michael Theilmann

Wayzata, MN

Link

Michael Treinen 

Boise, ID

Link

Thomas Unger

Cincinnati, OH

Link

Joseph Vogler

Paramus, NJ

Link

David Wardrop

New York, NY 

Link

Media

UBS Wealth Management Americas

Maya Dillon

Tel:

+1-212-713-3130 / +1917-615-7094 (mobile)

 

Email:

maya.dillon@ubs.com

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 US and Canadian wealth management businesses, as well as international business booked in the US. 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).

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