New York, March 12 – Each year, Barron’s publishes its “Top 1,200 Advisors” list, a ranking of top financial advisors in all 50 states and the District of Columbia based on AUM.
This year, 167 UBS Advisors made the grade: the same amount on the list in 2017. And six of our FAs were the top in their state, earning them a profile in the weekly publication, including: Sandra Dalton, Jonathan Beukelman, Rick Frayard, Michael Jefferies, Tony Smith, and Gary Tantleff.
"I'm pleased to see our Advisors across the U.S. recognized for their expertise, insights and dedication to helping clients achieve their financial goals," said Brian Hull, Head of WM USA. "These Advisors are doing a tremendous job of delivering the unique capabilities we offer as the world's only truly global wealth manager to their clients, and I'm confident in their ability to build on that momentum."
Our UBS Advisors on this year's list:
Name | City & State | ||
Keith Apton | Washington DC | ||
Glenn Arthurs | Buffalo, NY | ||
David Barnes | Dallas, TX | ||
Michael Barron | Palm Beach, FL | ||
James Beatty | Portland, OR | ||
Tony Bebbington | Phoenix, AZ | ||
Brian Bennett | New York, NY | ||
Eileen Berman | Palm Beach, FL | ||
Rob Bertino | Dallas, TX | ||
Jonathan Beukelman | Lincoln, NE | ||
Robert Bickham | New Orleans, LA | ||
Mark Binder | Los Angeles, CA | ||
Michael Bober | Boca Raton, FL | ||
Hank Boyce | Aventura, FL | ||
Douglas Braff | New York, NY | ||
Andrew Burish | Madison, WI | ||
Cameron Cheek | Portland, OR | ||
Derek Cherne | Wayzata, MN | ||
Craig Chiate | Los Angeles, CA | ||
Dale Christenson | Omaha, NE | ||
Chris Clifford | San Francisco, CA | ||
Louis Close | Minneapolis, MN | ||
Tim Connolly | Boston, MA | ||
Terry Cook | Bellevue, WA | ||
Melissa Corrado Harrison | Denver, CO | ||
Robert Coussens | Portland, OR | ||
Jacob Creydt | Bloomington, MN | ||
Sandra Cunningham | Washington DC | ||
Sandra Dalton | Boise, ID | ||
Charles Dankworth | New Albany, OH | ||
Ajay Desai | Chicago, IL | ||
Earle Dodd | Atlanta, GA | ||
Jerry Duncan | Liberty Park, AL | ||
Jason Dworak | Lincoln, NE | ||
C B 'Pete" Edmonds | Albuquerque, NM | ||
William Einstein | New York, NY | ||
David Eisen | Philadelphia, PA | ||
Mark Elias | Houston, TX | ||
Harold Elish | New York, NY | ||
David Ellis III | Cincinnati, OH | ||
Steve Eubanks | Raleigh, NC | ||
Michael Evans | San Francisco, CA | ||
Mark Fendrick | Mount Laurel, NJ | ||
Adam Fetterman | Boca Raton, FL | ||
Sean Fetterman | Boca Raton, FL | ||
Craig Findley | Toledo, OH | ||
Stephen Fish | Kenwood, OH | ||
Bobby Fisher | Houston, TX | ||
Renee Fourcade | Century City, CA | ||
James R "Rick" Frayard | New Orleans, LA | ||
Judy Fredrickson | Minneapolis, MN | ||
Drew Freides | Los Angeles, CA | ||
W Clark Gallivan | Greenville, SC | ||
Chris Garvin | Fort Lauderdale, FL | ||
Greg Golding | New Orleans, LA | ||
Ghislain Gouraige | Coral Gables, FL | ||
Will Gourd | Stamford, CT | ||
Thomas Gower III | Bangor, ME | ||
William Greco | Hartford, CT | ||
Matthew Green | Indianapolis, IN | ||
Robert Green | Greensboro, NC | ||
William Grové | Columbus, OH | ||
Louise Gunderson | New York, NY | ||
Roy Gutierrez | Little Rock, AR | ||
Lawrence Haertel | Greenwich, CT | ||
Barry Haffner | Washington DC | ||
Martin Halbfinger | New York, NY | ||
Donald Jackson | Tulsa, OK | ||
Stanton Jacobs | Knoxville, TN | ||
Teresa Jacobsen | Stamford, CT | ||
David Jasper | San Francisco, CA | ||
Michael Jefferies | Kansas City, MO | ||
Michael Kanigher | Los Angeles, CA | ||
Jason Katz | New York, NY | ||
Mark Kever | Plano, TX | ||
Matt Kilgroe | St. Petersburg, FL | ||
Bud King | St. Louis, MO | ||
Rick Kirkinis | Florham Park, NJ | ||
Gregory Klenke | Houston, TX | ||
Jeffrey Kobernick | New York, NY | ||
Ira Kravitz | Plano, TX | ||
Alexander Ladage | Austin, TX | ||
Edward Lang | Portland, OR | ||
Michael Lappin | Raleigh, NC | ||
Leslie Lauer | Atlanta, GA | ||
Tad Lawrence | Kenwood, OH | ||
Steve Levine | Los Angeles, CA | ||
Mark Lichtenfeld | Florham Park, NJ | ||
Thomas Lips | Hartford, CT | ||
Elizabeth Lockwood | Houston, TX | ||
Brian Lowenthal | Palm Beach, FL | ||
Charles Major | Minneapolis, MN | ||
James Mahoney | Palm Beach Gardens, FL | ||
Jay Maltby | Chicago, IL | ||
Thomas Mantione | Stamford, CT | ||
Gregory Marcus | Washington DC | ||
Joseph Matina | Short Hills, NJ | ||
Michael Matthews | Bellevue, WA | ||
Patrick McCarthy | Leawood, KS | ||
Greg McDonald | Midland, TX | ||
Christine McGinley | Mount Laurel, NJ | ||
Manish Mehta | Chapel Hill, NC | ||
Keith Mericka | Atlanta, GA | ||
Glen Mintz | Park City, UT | ||
John Montgomery | Atlanta, GA | ||
Mark Moore | Austin, TX | ||
Bill Rush Mosby | Jackson, MS | ||
Jonathan Murray | Hunt Valley, MD | ||
Timothy O'Brien | Burlington, VT | ||
Kenneth Parham | Greenville, SC | ||
Louis Paster | Chicago, IL | ||
Andrew Perry | Short Hills, NJ | ||
Todd Perry | Short Hills, NJ | ||
Donald Peterson | Dallas, TX | ||
Michael Poppo | New York, NY | ||
Van Price | Atlanta, GA | ||
Russell Rabito | New York, NY | ||
Sam Rankin | Charlotte, NC | ||
R. Craig Rathjen | Houston, TX | ||
James Rimmel | Pittsburgh, PA | ||
Adam Rosenthal | New York, NY | ||
Daniel Rothenberg | Los Angeles, CA | ||
William Royer | Billings, MT | ||
Peter Rukeyser | New York, NY | ||
Justin Ryan | Atlanta, GA | ||
Frank J. Sabia | White Plains, NY | ||
Arun Sardana | Bethesda, MD | ||
Joseph Schirripa | Beverly Hills, CA | ||
Steven Schultz | Phoenix, AZ | ||
Daniel Schwartz | Paramus, NJ | ||
Robert Sechan | New York, NY | ||
Charles Sessa | Philadelphia, PA | ||
L. Marc Shegoski | Princeton, NJ | ||
Keith Sheppard | Portland, OR | ||
James Small | Las Vegas, NV | ||
Lawrence Smith | Brea, CA | ||
J Thomas Smith | Palm Beach, FL | ||
Tony Smith | Liberty Park, AL | ||
Alan Spierer | Westfield, NJ | ||
Scott Stackman | New York, NY | ||
Jason Stephens | Naples, GA | ||
Roger Stephens | Los Angeles, CA | ||
Peter Strope | Southpointe, PA | ||
William Sullivan | Boston, MA | ||
Robert Swiller | Minneapolis, MN | ||
Mark Switow | Louisville, KY | ||
Gary Tantleff | Warren NJ | ||
Paul Tashima | Chicago, IL | ||
Wesley Tate | Oakbrook, IL | ||
Daniel Torbeck | Kenwood, OH | ||
Donald W. Tynion II | Burlington, VT | ||
Emily Van Hoorickx | San Jose, CA | ||
Ed Ventrice | Boca, Raton | ||
Jon Vigi | Birmingham, MI | ||
Todd Vralsted | Billings, MT | ||
Richard Whalen | Phoenix, AZ | ||
Mark Wilkins | St. Louis, MO | ||
Jacqueline Willens | New York, NY | ||
Alexander Williams | New York, NY | ||
Jay Williams | Memphis, TN | ||
Hardy Winburn | Little Rock, AR | ||
Kenneth Wise | Toledo, OH | ||
Ken Witover | New York, NY | ||
James Wrenn | Lake Oswego, OR | ||
Allen Wright | Atlanta, GA | ||
Barry Young | Houston, TX | ||
Christopher Zangari | Westfield, NJ |
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