New York, September 11 - Forbes recently released their 2018 "Top Wealth Advisors" ranking, which features 250 advisors around the country. They have recognized 36 Financial Advisors at UBS, with Christopher Errico ranking third on the list.
"In a time when clients' needs are more complex and more sophisticated than ever before, these Advisors are distinguishing themselves by providing a truly holistic wealth management experience that makes a difference," said Brian Hull, Head WM USA. "Congratulations to all of them on this recognition."
Our UBS Advisors on this year's list:
Name | City & State |
|---|---|
Rich Abrams | New York, NY |
Christopher Aitken | Ponte Vedra, FL |
Jonathan Beukelman | Lincoln, NE |
Mark Binder | Los Angeles, CA |
Andy Burish | Madison, WI |
Craig Chiate | Los Angeles, CA |
Terry Cook | Bellevue, WA |
Sean Dillon | Boston, MA |
Jason Dworak | Lincoln, NE |
David Ellis, III | Cincinnati, OH |
Christopher Errico | New York, NY |
Mark Fendrick | Mount Laurel, NJ |
Drew Freides | Los Angeles, CA |
Ghislain Gouraige | Coral Gables, FL |
William Greco | Hartford, CT |
Louise Gunderson | New York, NY |
Martin Halbfinger | New York, NY |
Michael Kanigher | Los Angeles, CA |
Jason Katz | New York, NY |
Bud King | St. Louis, MO |
Jeffrey Kobernick | New York, NY |
Steve Levine | Los Angeles, CA |
Joseph Matina | New York, NY |
Michael Matthews | Bellevue, WA |
Michael Poppo | New York, NY |
Emily Rubin | New York, NY |
Peter Rukeyser | New York, NY |
Justin Ryan | Atlanta, GA |
Dan Schwartz | Paramus, NJ |
Rob Sechan | New York, NY |
Scott Stackman | New York, NY |
Jason Stephens | Naples, FL |
William Sullivan | Boston, MA |
Roger Wacker | Los Angeles, CA |
Jacqueline Willens | New York, NY |
Alex Williams | New York, NY |
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