New York, March 22 – Financial Times announced that 62 UBS Advisors were named to their annual "Top 400 Financial Advisors" list for 2018. Those who made the list were selected based on their AUM, AUM growth, years of experience, and compliance record.
"Congratulations to each of the Advisors named to this year's Financial Times Top 400 list," said Brian Hull, Head of WM USA. "This recognition is a testament to their expertise and their ability to build and sustain meaningful client relationships."
Our UBS Advisors on this year's list:
Name | City & State | ||
Keith Apton | Washington DC | ||
David R. Barnes | Dallas, TX | ||
Eric A. Bickler | White Plains, NY | ||
Michael Bober | Boca Raton, FL | ||
Peter N. Borowsky | New York, NY | ||
Hank Boyce | Aventura, FL | ||
Douglas P. Braff | New York, NY | ||
Andrew D. Burish | Madison, WI | ||
Craig S. Chiate | Los Angeles, CA | ||
Louis D. Close | Minneapolis, MN | ||
Robert D. Cohen | Garden City, NY | ||
Ajay Desai | Chicago, IL | ||
Mark S. Elias | Houston, TX | ||
David W. Ellis III | Cincinnati, OH | ||
Adam F. Epstein | New York, NY | ||
Marcus Fagersten | San Francisco, CA | ||
Mark Fendrick | Mount Laurel, NJ | ||
Artur Ferreira | New York, NY | ||
Stephen J. Fish | Kenwood, OH | ||
James Rick Frayard | New Orleans, LA | ||
William C. Gourd | Stamford, CT | ||
Barry M. Haffner | Washington DC | ||
Martin Halbfinger | New York, NY | ||
Richard M. Held | Chicago, IL | ||
Teresa Jacobsen | Stamford, CT | ||
Jason M. Katz | New York, NY | ||
Sean T. Kilduff | New York, NY | ||
Allan J. Klenke | Houston, TX | ||
Sergio S. Kokubo | New York, NY | ||
Leslie A. Lauer | Atlanta, GA | ||
Adrian Levsky | Springfield, MA | ||
Charles L. Major | Minneapolis, MN | ||
Jay Maltby | Chicago, IL | ||
Thomas Mantione | Stamford, CT | ||
Joseph Matina | Short Hills, NJ | ||
Michael S. Matthews | Bellevue, WA | ||
Ryan A. McClellan | Los Angeles, CA | ||
Christine McGiney | Mount Laurel, NJ | ||
Keith A. Mericka | Atlanta, GA | ||
Robert S. Metcalf | Minneapolis, MN | ||
Bill Rush Mosby | Jackson, MS | ||
Jonathan P. Murray | Hunt Valley, MD | ||
Donald S. Peterson | Dallas, TX | ||
Michael F. Poppo | New York, NY | ||
Van G. Price | Atlanta, GA | ||
Russell A. Rabito | New York, NY | ||
Renato J. Reali | New York, NY | ||
Jack R. Riley | Florham Park, NJ | ||
James W. Rimmel | Pittsburgh, PA | ||
Peter W. Rosenthal | Jericho, NY | ||
Allen Saunders | New York, NY | ||
William L. Schoff | Rochester, NY | ||
Daniel Schwartz | Paramus, NJ | ||
Lawrence E. Smith | Brea, CA | ||
Scott Stackman | New York, NY | ||
Charles S. Temel | New York, NY | ||
Daniel L. Torbeck | Cincinnati, OH | ||
Ed Ventrice | Boca Raton, FL | ||
Jon Vigi | Birmingham, MI | ||
Roger Wacker | Los Angeles, CA | ||
Jay W. Williams | Memphis, TN | ||
Mark Zeller | New York, NY |
Notes to Editors:
About Global Wealth Management
As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.
About UBS
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS' strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.
UBS is present in all major financial centers worldwide. It has offices in 52 countries, with about 34% of its employees working in the Americas, 34% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 14% in Asia Pacific. UBS Group AG employs approximately 61,000 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 USA
Maya Dillon
Maya.dillon@ubs.com
Tel: 212-713-3130
Mobile: 917-615-7094
