New York - July 25 - Forbes recently released their 2018 "Top Next-Gen Wealth Advisors" ranking and recognized 126 Financial Advisors at UBS. They were among 1,000 talented, young advisors born in 1980 or later who represent the future of our wealth management industry. Aric Zamel, Senior Vice President, Wealth Management in our Beverly Hills office, is among the top 10 in the country.

"Shifting demographics and new ways of serving client needs are affecting our industry," said Brian Hull, Head WM USA."These Advisors are helping to lead the way in delivering our firm's capabilities and solutions to the clients we serve today and the clients we'll serve in the future. Congratulations to each of them on this honor."

Our UBS Advisors on this year's list:

Name

City & State

David Almquist

Boston, MA

Stephen Andres

San Francisco, CA

Nicholas Barbieri

Hunt Valley, MD

Michael Barnes

San Angelo, TX

Brent Barnhart

New York, NY

Natalie Barron

Seal Beach, CA

Joshua Basen

Westlake, OH

Matthew Bechtel

Boston, MA

Andrea Bevis

Boston, MA

Andrew Bocknek

Farmington Hills, MI

Justin Bowers

Florham Park, NJ     

William Bragdon

Greenville, SC              

Andrew Bruen

Florham Park, NJ     

Jacob Bryant

Boca Raton, FL            

Jonathan Byrd

Atlanta, GA             

Kyle Caouette

Bellevue, WA                  

Daniel Chillemi

Indianapolis, IN              

Alex Chivarsky

Century City, CA              

David Colin

Paramus, NJ               

Christopher Compton

Birmingham, AL

Gabriel Cooperman

New York, NY                  

Blair Cornell

Miamisburg, OH          

Brady Cotter

Westlake, OH                 

Edward Dahl

Vienna, VA                   

Jeffrey Davies

Birmingham, MI         

Dorothy "Lizzie" DeCarlo

New York, NY               

Austin Del've

Los Angeles, CA

James Dill

Warren, NJ                   

Paul Dolcimascolo

Tampa, FL                    

Harshal Doshi

Beverly Hills, CA            

Oliver Duda

Walnut Creek, CA              

Benjamin Dukes

Atlanta, GA           

Thaddeus Dulin

Greenville, SC              

Elizabeth Engelmann

Bloomington, MN           

Franco Estrada-Velasco

San Juan, PR

Jesse Fable

Hartford, CT     

Reed Fawley

New York, NY            

Daniel Fetterolf

Greenville, SC                 

Adam Fischer

Los Gatos, CA              

Blake Foster

Newport Beach, CA       

Nicholas Francia

Washington, DC                

Leigh Gage

Cincinnati, OH            

David Gasper

Troy, MI                

Stefan Gertsch

Memphis, TN            

Daniel Gleason

Boston, MA            

Justin Glucksman

Boston, MA                 

Brian Gooding

Newport Beach, CA       

Rachel Gottlieb

New York, NY     

Patrick Guarnieri

Bethesda, MD                  

Erin Harmon

Ketchum, ID                

Kyle Harris

Baltimore, MD                 

Morton Hart

Northbrook, IL                

Erik Held

Chicago, IL               

Eric Hernandez

Los Angeles, CA

Andres Herrera

Coral Gables, FL       

Sean Howe

Vienna, VA                 

Alex Howell

La Jolla, CA          

James Ingoe

Bethesda, MD                  

Ali Ismail

Dallas, TX                   

Anne Johnston

Beverly Hills, CA             

Mark Kaye

Houston, TX       

Kevin Kitt

New York, NY               

Griffin Knowlton

Boston, MA                  

Chuck Korasick

Beverly Hills, CA          

Ryan Long

Dallas, TX    

Mark Lopez

Houston, TX  

Jason Lowy

Hunt Valley, MD               

Scott MacDonald

Scottsdale, AZ           

Megan MacGowan

Ft. Lauderdale, FL            

Jordan Mahaffey

New York, NY              

Lindsay Mais

Seal Beach, CA            

Michael Mauzy

St. Louis, MO                  

Christopher McCormick

Chicago, IL                 

Ryan McHugh

Bend, OR                      

Tyler McKean

Sylvania, OH

Carryn McLaughlin

New York, NY

Geoffrey Merl

Miamisburg, OH         

Benjamin Minor

Canonsburg, PA               

Paul Monacelli

Troy, MI                      

Matthew Murphy

Montgomery, AL                 

Thomas Neff

Austin, TX  

Greg Neff

Austin, TX    

Joseph Panfil

New Albany, OH                

Chris Pendrak

Ft. Lauderdale, FL            

Bret Petersen

Naperville, IL                

Douglas Pires

Mount Laurel, NJ              

Brian Pollak

Hudson, OH                    

Douglas Ponczek

Aventura, FL                  

Xi Qiao

San Francisco, CA       

Russell Rifkin

Bethesda, MD                  

Harris Ringelheim

Garden City, NY          

Falls Robinson

Memphis, TN           

Mark Ruby

Akron, OH                

Robert Russo

Houston, TX    

Nicholas Sadowsky

Aventura, FL               

Kristen Scarpa Bissett

Palm Beach, FL

Nicholas Schirripa

Beverly Hills, CA             

Stockton Schultz

Mishawaka, IN           

Suzanne Schwester Sloan

Mount Laurel, NJ              

David Sears

Princeton, NJ                 

Scott Serafin

Atlanta, GA             

Elizabeth Sheehan

Chicago, IL            

Timothy Shelton

Plymouth, MI                  

Chris Shukie

Boston, MA               

Samuel Sinclair

Rockland, MA  

Scott Singor

Norfolk, VA                  

Mark Smith

New York, NY           

Edward Snyder

Dublin, OH                 

John Straus Jr.

New York, NY             

Jared Stricklin

Kansas City, MO  

Mark Swenson

Ft. Lauderdale, FL            

Scott Taylor

Denver, CO                

Jordan Taylor

Tulsa, OK                     

Michael Theilmann

Wayzata, MN                   

Bryan Thompson III

San Diego, CA                 

Michael Treinen

Boise, ID                     

Thomas Unger

Cincinnati, OH              

Shane Unsworth

Chattanooga, TN                

Alexandra Van Meurs

Houston, TX 

Joseph Vogler

Paramus, NJ                 

Kalyn Walker

San Diego, CA             

David Wardrop

New York, NY     

William Wilson

San Francisco, CA             

Ashley Yates

San Diego, CA            

Aric Zamel

Beverly Hills, CA             

Jason Zilveti

Scottsdale, AZ     

METHODOLOGY:
Forbes "America's Top Next-Generation Wealth Advisors" list is comprised of 1,000 Financial Advisors born in 1980 or later. It uses criteria based on age, quality of practice, industry experience, compliance record, revenue, interviews by SHOOK Research and the full team assets under management. Neither UBS Financial Service Inc. or its employees pay a fee in exchange for these ratings. Past performance is not an indication of future results.

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