New York, April 27 – Congratulations to the seven Institutional Consulting teams who were named to Barron’s Top 50 Institutional Consultants list in 2018 – up from only three teams in 2017. These teams focus on advising clients such as corporations, not for profits, endowments, foundations and reserve funds. Beyond these teams, UBS has a strong consulting business, with over 150 Senior Institutional Consultants and Senior Retirement Plan Consultants who consult to over $130B in assets.
Especially noteworthy: The UBS Institutional Consulting Atlanta! Team was recognized as the No. 1 ranked team in the nation.
"We're always proud to see our Advisors recognized for their hard work, and it's particularly special when one of our teams is highlighted as being the best in the business," said Mike McGovern, Head Corporate and Institutional Advisory Solutions, WM USA. "This acknowledgement is a testament to each of these teams' talent for delivering thoughtful, customized solutions to our institutional clients. Congratulations to all of them." Brian Hull, Head WM USA also said, "Through their dedication to developing a deep understanding of their clients' needs, they're demonstrating the value that UBS Institutional Consultants can add to a clients' business. All of these teams should be proud of this important recognition."
Our UBS Advisors on this year's list:
Team Name | Key Advisors | City & State | |||
UBS Institutional Consulting, Atlanta | Earle Dodd, Allen Wright, Scott Olsen, Ray Vuicich, Harris Gignilliat, Kristi Thelen, Vandyke Price | Atlanta, GA | |||
UBS Institutional Consulting, Northwest | Trent Sanden, Shawn Hintz, Frank Gallo | Seattle, WA | |||
Eisen-Sessa Group | David Eisen, Charles E. Sessa Jr. | Philadelphia, PA | |||
Princeton Investment Consulting | L. Marc Shegoski, David Sears | Princeton, NJ | |||
Bickham-Tabb Group | Robert Bickham, Hal Tabb | New Orleans, LA | |||
Willhite Institutional Consulting Group | Jon Willhite, Robert Vaughan | Houston, TX | |||
Catanella Institutional Consulting Group | Ken Catanella, Brian Catanella | Philadelphia, PA |
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
