New York, February 15 – On Wall Street recently released their 2019 "Top 40 Under 40" ranking and recognized six Financial Advisors at UBS. Finalists for the list were to be no older than 39 as of December 31, 2018.

"Through their dedication to their clients, these Advisors are distinguishing themselves as industry leaders while helping their clients to improve their lives and to create legacies that matter," said Jason Chandler, Head WM USA. "Their dedication, thoughtfulness and commitment give me great confidence in our ability to meet our clients' needs and grow our business in the years ahead."

Our UBS Advisors on this year's list:


City & State

Ryan Long

Dallas, TX

Michael Lorenzo*

New York, NY

Daniel Rothenberg**

Los Angeles, CA

Chris Shukie**

Boston, MA

William Wilson*

San Francisco, CA

Aric Zamel**

Beverly Hills, CA

*- These advisors are among this year's Top 10 Advisors Under 40.

**- These advisors were on the 2018 "Top 40 Under 40" list.

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 
Peter Stack
Tel: 212-882-5692
Mobile: 917-836-9073