New York, September 28 – Financial Times recently released their 2018 "401 Top Retirement Plan Advisors" ranking and recognized 30 Financial Advisors at UBS. They've been recognized for their expertise in advising on U.S. Defined Contribution (DC) plans. This industry recognition demonstrates the dedication that our advisors have for serving their plan sponsor clients and helping plan participants prepare for retirement.
"As the retirement landscape in the US continues to evolve, these Advisors are doing an outstanding job of helping companies provide their employees with the options they need to plan for and achieve their long-term goals," said Brian Hull, Head WM USA. "Congratulations to each of them."
Our UBS Advisors on this year's list:
Name | City & State | ||
Darin Beeghley | San Diego, CA | ||
Brian Cantanella | Philadelphia, PA | ||
Gerald Chasin | Jericho, NY | ||
Paul Coyner | Naperville, IL | ||
Sandra Cunningham | Washington, D.C. | ||
Paul D'Aiutolo | Rochester, NY | ||
John Ellis | New Orleans, LA | ||
John Ellis | Chicago, IL | ||
Renee Fourcade | Century City, CA | ||
Daniel Gaertner | Westlake, OH | ||
Harris Gignilliat | Atlanta, GA | ||
Chad Goerner | Princeton, NJ | ||
Brendon Harbron | Indianapolis, IN | ||
Steven Hocking | Irvine, CA | ||
Robert Jermine | Hartford, CT | ||
Douglas Kincart | San Diego, CA | ||
Thomas Kret | Barrington, IL | ||
Bruce Lanser | Milwaukee, WI | ||
Matt Lasko | Dallas, TX | ||
Greg Mendoza | Hartford, CT | ||
Linda Modico | New York, NY | ||
Colin Murphy | Denver, CO | ||
Timothy Rauwald | Chapel Hill, NC | ||
Ken Rinehart | Kenwood, OH | ||
Marc Shegoski | Princeton, NJ | ||
Harlan Spinner | Los Angeles, CA | ||
Robert Vaughan | The Woodlands, TX | ||
Roger Vierra | Boston, MA | ||
Jon Willhite | The Woodlands, TX | ||
Christopher Zangari | Westfield, NJ |
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
