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."

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

Name

City & State

Website

Keith Apton

Washington DC

Link

David R. Barnes

Dallas, TX

 

Eric A. Bickler

White Plains, NY

Link

Michael Bober

Boca Raton, FL

Link

Peter N. Borowsky

New York, NY

Link

Hank Boyce

Aventura, FL

Link

Douglas P. Braff

New York, NY

Link

Andrew D. Burish

Madison, WI

Link

Craig S. Chiate

Los Angeles, CA

 

Louis D. Close

Minneapolis, MN

Link

Robert D. Cohen

Garden City, NY

Link

Ajay Desai

Chicago, IL

Link

Mark S. Elias

Houston, TX

Link

David W. Ellis III

Cincinnati, OH

Link

Adam F. Epstein

New York, NY

Link

Marcus Fagersten

San Francisco, CA

Link

Mark Fendrick

Mount Laurel, NJ

Link

Artur Ferreira

New York, NY

 

Stephen J. Fish

Kenwood, OH

Link

James Rick Frayard

New Orleans, LA

Link

William C. Gourd

Stamford, CT

Link

Barry M. Haffner

Washington DC

Link

Martin Halbfinger

New York, NY

Link

Richard M. Held

Chicago, IL

Link

Teresa Jacobsen

Stamford, CT

Link

Jason M. Katz

New York, NY

Link

Sean T. Kilduff

New York, NY

Link

Allan J. Klenke

Houston, TX

Link

Sergio S. Kokubo

New York, NY

 

Leslie A. Lauer

Atlanta, GA

Link

Adrian Levsky

Springfield, MA

Link

Charles L. Major

Minneapolis, MN

Link

Jay Maltby

Chicago, IL

Link

Thomas Mantione

Stamford, CT

Link

Joseph Matina

Short Hills, NJ

Link

Michael S. Matthews

Bellevue, WA

Link

Ryan A. McClellan

Los Angeles, CA

Link

Christine McGiney

Mount Laurel, NJ

Link

Keith A. Mericka

Atlanta, GA

Link

Robert S. Metcalf

Minneapolis, MN

Link

Bill Rush Mosby

Jackson, MS

Link

Jonathan P. Murray

Hunt Valley, MD

Link

Donald S. Peterson

Dallas, TX

Link

Michael F. Poppo

New York, NY

Link

Van G. Price

Atlanta, GA

Link

Russell A. Rabito

New York, NY

Link

Renato J. Reali

New York, NY

Link

Jack R. Riley

Florham Park, NJ

 

James W. Rimmel

Pittsburgh, PA

Link

Peter W. Rosenthal

Jericho, NY

Link

Allen Saunders

New York, NY

Link

William L. Schoff

Rochester, NY

Link

Daniel Schwartz

Paramus, NJ

Link

Lawrence E. Smith

Brea, CA

Link

Scott Stackman

New York, NY

Link

Charles S. Temel

New York, NY

Link

Daniel L. Torbeck

Cincinnati, OH

Link

Ed Ventrice

Boca Raton, FL

Link

Jon Vigi

Birmingham, MI

Link

Roger Wacker

Los Angeles, CA

Link

Jay W. Williams

Memphis, TN

Link

Mark Zeller

New York, NY

Link

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