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."

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

Name

Name

City & State

City & State

Website

Website

Name

David Almquist

City & State

Boston, MA

Website

 

Name

Stephen Andres

City & State

San Francisco, CA

Website

Link

Name

Nicholas Barbieri

City & State

Hunt Valley, MD

Website

Link

Name

Michael Barnes

City & State

San Angelo, TX

Website

Link

Name

Brent Barnhart

City & State

New York, NY

Website

Link

Name

Natalie Barron

City & State

Seal Beach, CA

Website

Link

Name

Joshua Basen

City & State

Westlake, OH

Website

Link

Name

Matthew Bechtel

City & State

Boston, MA

Website

Link

Name

Andrea Bevis

City & State

Boston, MA

Website

Link

Name

Andrew Bocknek

City & State

Farmington Hills, MI

Website

Link

Name

Justin Bowers

City & State

Florham Park, NJ     

Website

Link

Name

William Bragdon

City & State

Greenville, SC              

Website

Link

Name

Andrew Bruen

City & State

Florham Park, NJ     

Website

Link

Name

Jacob Bryant

City & State

Boca Raton, FL            

Website

Link

Name

Jonathan Byrd

City & State

Atlanta, GA             

Website

Link

Name

Kyle Caouette

City & State

Bellevue, WA                  

Website

Link

Name

Daniel Chillemi

City & State

Indianapolis, IN              

Website

Link

Name

Alex Chivarsky

City & State

Century City, CA              

Website

Link

Name

David Colin

City & State

Paramus, NJ               

Website

Link

Name

Christopher Compton

City & State

Birmingham, AL

Website

Link

Name

Gabriel Cooperman

City & State

New York, NY                  

Website

Link

Name

Blair Cornell

City & State

Miamisburg, OH          

Website

Link

Name

Brady Cotter

City & State

Westlake, OH                 

Website

Link

Name

Edward Dahl

City & State

Vienna, VA                   

Website

Link

Name

Jeffrey Davies

City & State

Birmingham, MI         

Website

Link

Name

Dorothy "Lizzie" DeCarlo

City & State

New York, NY               

Website

Link

Name

Austin Del've

City & State

Los Angeles, CA

Website

Link

Name

James Dill

City & State

Warren, NJ                   

Website

Link

Name

Paul Dolcimascolo

City & State

Tampa, FL                    

Website

Link

Name

Harshal Doshi

City & State

Beverly Hills, CA            

Website

Link

Name

Oliver Duda

City & State

Walnut Creek, CA              

Website

Link

Name

Benjamin Dukes

City & State

Atlanta, GA           

Website

Link

Name

Thaddeus Dulin

City & State

Greenville, SC              

Website

Link

Name

Elizabeth Engelmann

City & State

Bloomington, MN           

Website

Link

Name

Franco Estrada-Velasco

City & State

San Juan, PR

Website

Link

Name

Jesse Fable

City & State

Hartford, CT     

Website

Link

Name

Reed Fawley

City & State

New York, NY            

Website

Link

Name

Daniel Fetterolf

City & State

Greenville, SC                 

Website

Link

Name

Adam Fischer

City & State

Los Gatos, CA              

Website

Link

Name

Blake Foster

City & State

Newport Beach, CA       

Website

Link

Name

Nicholas Francia

City & State

Washington, DC                

Website

Link

Name

Leigh Gage

City & State

Cincinnati, OH            

Website

Link

Name

David Gasper

City & State

Troy, MI                

Website

Link

Name

Stefan Gertsch

City & State

Memphis, TN            

Website

Link

Name

Daniel Gleason

City & State

Boston, MA            

Website

Link

Name

Justin Glucksman

City & State

Boston, MA                 

Website

Link

Name

Brian Gooding

City & State

Newport Beach, CA       

Website

Link

Name

Rachel Gottlieb

City & State

New York, NY     

Website

Link

Name

Patrick Guarnieri

City & State

Bethesda, MD                  

Website

Link

Name

Erin Harmon

City & State

Ketchum, ID                

Website

Link

Name

Kyle Harris

City & State

Baltimore, MD                 

Website

Link

Name

Morton Hart

City & State

Northbrook, IL                

Website

Link

Name

Erik Held

City & State

Chicago, IL               

Website

Link

Name

Eric Hernandez

City & State

Los Angeles, CA

Website

Link

Name

Andres Herrera

City & State

Coral Gables, FL       

Website

 

Name

Sean Howe

City & State

Vienna, VA                 

Website

Link

Name

Alex Howell

City & State

La Jolla, CA          

Website

Link

Name

James Ingoe

City & State

Bethesda, MD                  

Website

Link

Name

Ali Ismail

City & State

Dallas, TX                   

Website

Link

Name

Anne Johnston

City & State

Beverly Hills, CA             

Website

Link

Name

Mark Kaye

City & State

Houston, TX       

Website

Link

Name

Kevin Kitt

City & State

New York, NY               

Website

Link

Name

Griffin Knowlton

City & State

Boston, MA                  

Website

Link

Name

Chuck Korasick

City & State

Beverly Hills, CA          

Website

Link

Name

Ryan Long

City & State

Dallas, TX    

Website

Link

Name

Mark Lopez

City & State

Houston, TX  

Website

Link

Name

Jason Lowy

City & State

Hunt Valley, MD               

Website

Link

Name

Scott MacDonald

City & State

Scottsdale, AZ           

Website

Link

Name

Megan MacGowan

City & State

Ft. Lauderdale, FL            

Website

Link

Name

Jordan Mahaffey

City & State

New York, NY              

Website

Link

Name

Lindsay Mais

City & State

Seal Beach, CA            

Website

Link

Name

Michael Mauzy

City & State

St. Louis, MO                  

Website

Link

Name

Christopher McCormick

City & State

Chicago, IL                 

Website

Link

Name

Ryan McHugh

City & State

Bend, OR                      

Website

Link

Name

Tyler McKean

City & State

Sylvania, OH

Website

Link

Name

Carryn McLaughlin

City & State

New York, NY

Website

Link

Name

Geoffrey Merl

City & State

Miamisburg, OH         

Website

Link

Name

Benjamin Minor

City & State

Canonsburg, PA               

Website

Link

Name

Paul Monacelli

City & State

Troy, MI                      

Website

Link

Name

Matthew Murphy

City & State

Montgomery, AL                 

Website

Link

Name

Thomas Neff

City & State

Austin, TX  

Website

 

Name

Greg Neff

City & State

Austin, TX    

Website

Link

Name

Joseph Panfil

City & State

New Albany, OH                

Website

Link

Name

Chris Pendrak

City & State

Ft. Lauderdale, FL            

Website

Link

Name

Bret Petersen

City & State

Naperville, IL                

Website

Link

Name

Douglas Pires

City & State

Mount Laurel, NJ              

Website

Link

Name

Brian Pollak

City & State

Hudson, OH                    

Website

Link

Name

Douglas Ponczek

City & State

Aventura, FL                  

Website

Link

Name

Xi Qiao

City & State

San Francisco, CA       

Website

Link

Name

Russell Rifkin

City & State

Bethesda, MD                  

Website

Link

Name

Harris Ringelheim

City & State

Garden City, NY          

Website

Link

Name

Falls Robinson

City & State

Memphis, TN           

Website

Link

Name

Mark Ruby

City & State

Akron, OH                

Website

Link

Name

Robert Russo

City & State

Houston, TX    

Website

Link

Name

Nicholas Sadowsky

City & State

Aventura, FL               

Website

Link

Name

Kristen Scarpa Bissett

City & State

Palm Beach, FL

Website

Link

Name

Nicholas Schirripa

City & State

Beverly Hills, CA             

Website

Link

Name

Stockton Schultz

City & State

Mishawaka, IN           

Website

Link

Name

Suzanne Schwester Sloan

City & State

Mount Laurel, NJ              

Website

Link

Name

David Sears

City & State

Princeton, NJ                 

Website

Link

Name

Scott Serafin

City & State

Atlanta, GA             

Website

Link

Name

Elizabeth Sheehan

City & State

Chicago, IL            

Website

Link

Name

Timothy Shelton

City & State

Plymouth, MI                  

Website

Link

Name

Chris Shukie

City & State

Boston, MA               

Website

Link

Name

Samuel Sinclair

City & State

Rockland, MA  

Website

Link

Name

Scott Singor

City & State

Norfolk, VA                  

Website

Link

Name

Mark Smith

City & State

New York, NY           

Website

Link

Name

Edward Snyder

City & State

Dublin, OH                 

Website

Link

Name

John Straus Jr.

City & State

New York, NY             

Website

Link

Name

Jared Stricklin

City & State

Kansas City, MO  

Website

Link

Name

Mark Swenson

City & State

Ft. Lauderdale, FL            

Website

Link

Name

Scott Taylor

City & State

Denver, CO                

Website

Link

Name

Jordan Taylor

City & State

Tulsa, OK                     

Website

Link

Name

Michael Theilmann

City & State

Wayzata, MN                   

Website

Link

Name

Bryan Thompson III

City & State

San Diego, CA                 

Website

Link

Name

Michael Treinen

City & State

Boise, ID                     

Website

Link

Name

Thomas Unger

City & State

Cincinnati, OH              

Website

Link

Name

Shane Unsworth

City & State

Chattanooga, TN                

Website

Link

Name

Alexandra Van Meurs

City & State

Houston, TX 

Website

Link

Name

Joseph Vogler

City & State

Paramus, NJ                 

Website

Link

Name

Kalyn Walker

City & State

San Diego, CA             

Website

Link

Name

David Wardrop

City & State

New York, NY     

Website

Link

Name

William Wilson

City & State

San Francisco, CA             

Website

 

Name

Ashley Yates

City & State

San Diego, CA            

Website

Link

Name

Aric Zamel

City & State

Beverly Hills, CA             

Website

Link

Name

Jason Zilveti

City & State

Scottsdale, AZ     

Website

Link

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