New York, February 5, 2018  - On Wall Street's 2017 "40 under 40" list named nine UBS Financial Advisors to its annual rankings. The publication says that its annual list highlights "young financial Advisors who share a commitment to hard work, but have deployed very different tactics in building their practices."

"In an industry built upon relationships, these Advisors are doing an excellent job of offering the kind of customized advice that helps their clients working toward their financial and personal goals," said Brian Hull, Head of Wealth Management USA and Wealth Management USA Management Committee Co-chair. "These Advisors are part of the generation that will shape the future of our business and our industry, and I'm really pleased that they're receiving this well-deserved recognition. Congratulations to all of them."

Keith Apton, a 39 year-old UBS Financial Advisor based in Washington DC, made the top ten list. He was ranked eighth and was featured in On Wall Street's "Profiles of Success" column. In the article, Apton credited his success to his deep client relationships, saying, "I spend a lot of time developing good personal relationship with foundations. Getting to know who they are as human beings and having them get to know me."

Finalists for the ranking had to be no older than 39 as of December 31, 2017 and be employed at the regional broker-dealers. Production totals were used to determine the rankings.

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


City & State


Keith Apton

Washington, DC


Jacob Creydt

Bloomington MN


Franco Estrada-Velasco

Hato Rey, PR


Mark Grueninger

Beverly Hills, CA


Gabriel Jay

Walnut Creek, CA


Daniel Rothenberg*

Los Angeles, CA


Chris Shukie

Boston, MA


Kalyn Walker

San Diego, CA


Aric Zamel

Beverly Hills, CA


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
Tel: 212-713-3130
Mobile: 917-615-7094