182 UBS FAs named to Barron's "Top 1200 Advisors State by State" list

New York, March 22 – Barron's recently released their 2019 "Top 1200 Advisors State by State" ranking and recognized 182 Financial Advisors at UBS. The rankings are based on data provided by over 4,000 of the nation's most productive advisors.

The FA's who have been honored represent several states across the country, including Alabama, Texas and Montana.

Our UBS Advisors on this year's list:

Advisors (A-D)

Name	Name	City	City
Name	John Adelman	City	New York, NY
Name	Christopher Aitken	City	Ponte Vedra Beach, FL
Name	Paul Anderson	City	Bethesda, MD
Name	Keith Apton	City	Washington, DC
Name	Bert Arrowood	City	Greenville, SC
Name	Glenn Arthurs	City	Buffalo, NY
Name	David Barnes	City	Dallas, TX
Name	Michael Barron	City	West Palm Beach, FL
Name	James Beatty	City	Portland, OR
Name	Tony Bebbington	City	Phoenix, AZ
Name	Brian Bennett	City	New York, NY
Name	Eileen Berman	City	West Palm Beach, FL
Name	Bradford Bernstein	City	Philadelphia, PA
Name	Rob Bertino	City	Dallas, TX
Name	Jonathan Beukelman	City	Lincoln, NE
Name	Robert Bickham	City	New Orleans, LA
Name	Mark Binder	City	Los Angeles, CA
Name	Michael Bober	City	Boca Raton, FL
Name	Leonard Boccia	City	New York, NY
Name	Douglas Braff	City	New York, NY
Name	Jesse Bull	City	Wayzata, MN
Name	Andrew Burish	City	Madison, WI
Name	Michael Caplan	City	Denver, CO
Name	Cameron Cheek	City	Portland, OR
Name	Craig Chiate	City	Century City, CA
Name	Chris Clifford	City	San Francisco, CA
Name	Louis Close	City	Minneapolis, MN
Name	Timothy Connolly	City	Boston, MA
Name	Terry Cook	City	Bellevue, WA
Name	Melissa Corrado-Harrison	City	Denver, CO
Name	Robert Coussens	City	Portland, OR
Name	Jacob Creydt	City	Bloomington, MN
Name	Sandra Cunningham	City	Washington, DC
Name	Chad Czerwinski	City	Hartford, CT
Name	Charles Dankworth	City	New Albany, OH
Name	Ajay Desai	City	Chicago, IL
Name	Robert Dicolo	City	Providence, RI
Name	Earle Dodd	City	Atlanta, GA
Name	Jerry Duncan	City	Birmingham, AL
Name	Jason Dworak	City	Lincoln, NE

Advisors (E-K)

Name	Name	City	City
Name	CB "Pete" Edmonds	City	Albuquerque, NM
Name	William Einstein	City	New York, NY
Name	David Eisen	City	Philadelphia, PA
Name	Mark Elias	City	Houston, TX
Name	Harold Elish	City	New York, NY
Name	David Ellis	City	Cincinnati, OH
Name	Adam Epstein	City	New York, NY
Name	Steve Eubanks	City	Raleigh, NC
Name	Michael Evans	City	San Francisco, CA
Name	Mark Fendrick	City	Mt. Laurel, NJ
Name	Adam Fetterman	City	Boca Raton, FL
Name	Sean Fetterman	City	Boca Raton, FL
Name	Craig Findley	City	Sylvania, OH
Name	William Finnerty	City	Washington, DC
Name	Stephen Fish	City	Cincinnati, OH
Name	Renee Fourcade	City	Los Angeles, CA
Name	Rick Frayard	City	Lafayette, LA
Name	Judy Fredrickson	City	Minneapolis, MN
Name	Drew Freides	City	Los Angeles, CA
Name	Clark Gallivan	City	Greenville, SC
Name	Michael Gara	City	Princeton, NJ
Name	John Garvey	City	Philadelphia, PA
Name	Greg Golding	City	Park City, UT
Name	Ghislain Gouraige	City	Coral Gables, FL
Name	Will Gourd	City	Stamford, CT
Name	Thomas Gower III	City	Bangor, ME
Name	William Greco	City	Hartford, CT
Name	Louise Gunderson	City	New York, NY
Name	Roy Gutierrez	City	Little Rock, AR
Name	Lawrence Haertel	City	Greenwich, CT
Name	Barry Haffner	City	Washington, DC
Name	Martin Halbfinger	City	New York, NY
Name	Hammond Han	City	Washington, DC
Name	Teresa Hart	City	Portland, OR
Name	Donald Jackson	City	Tulsa, OK
Name	Stanton Jacobs	City	Oak Ridge, TN
Name	Teresa Jacobsen	City	Stamford, CT
Name	David Jasper	City	San Francisco, CA
Name	Michael Jefferies	City	Kansas City, MO
Name	Michael Kanigher	City	Los Angeles, CA
Name	Jason Katz	City	New York, NY
Name	Mark Kever	City	Plano, TX
Name	Matt Kilgroe	City	St. Petersburg, FL
Name	Daniel Kilmurray	City	New York, NY
Name	Bud King	City	St. Louis, MO
Name	Jeffrey Klotz	City	New York, NY
Name	Jeffrey Kobernick	City	New York, NY
Name	Ira Kravitz	City	Plano, TX
Name	Karl Kreshpane	City	Paramus, NJ

Advisors (L-R)

Name	Name	City	City
Name	Alexander Ladage	City	Austin, TX
Name	Michael Lappin	City	Raleigh, NC
Name	Leslie Lauer	City	Atlanta, GA
Name	Thomas Lips	City	Hartford, CT
Name	Elizabeth Lockwood	City	Houston, TX
Name	Ryan Long	City	Dallas, TX
Name	Brian Lowenthal	City	West Palm Beach, FL
Name	Charles Major	City	Minneapolis, MN
Name	Jay Maltby	City	Chicago, IL
Name	Thomas Mantione	City	Stamford, CT
Name	Gregory Marcus	City	Washington, DC
Name	Joseph Matina	City	Short Hills, NJ
Name	Michael Matthews	City	Bellevue, WA
Name	Ryan McClellan	City	Los Angeles, CA
Name	Greg McDonald	City	Midland, TX
Name	Christine McGinley	City	Mr. Laurel, NJ
Name	Manish Mehta	City	Chapel Hill, NC
Name	Keith Mericka	City	Atlanta, GA
Name	Glen Mintz	City	Park City, UT
Name	John Montgomery	City	Atlanta, GA
Name	Mark Moore	City	Austin, TX
Name	Bill Rush	City	Jackson, MS
Name	Jonathan Murray	City	Hunt Valley, MD
Name	Edmund Nasief	City	Louisville, KY
Name	Christopher Niles	City	Fort Lauderdale, FL
Name	Timothy O'Brien	City	South Burlington, VT
Name	Christiane Olsen	City	New York, NY
Name	Kenneth Parham	City	Greenville, SC
Name	Louis Paster	City	Chicago, IL
Name	Andrew Perry	City	New York, NY
Name	Todd Perry	City	New York, NY
Name	Donald Peterson	City	Dallas, TX
Name	Michael Poppo	City	New York, NY
Name	Van Price	City	Atlanta, GA
Name	Russell Rabito	City	New York, NY
Name	Sam Rankin	City	Charlotte, NC
Name	R. Craig Rathjen	City	Houston, TX
Name	Renato Reali	City	New York, NY
Name	Jack Riley	City	Warren, NJ
Name	James Rimmel	City	Pittsburgh, PA
Name	Daniel Rothenberg	City	Los Angeles, CA
Name	Steven Rothman	City	Red Bank NJ
Name	William Royer	City	Billings, MT
Name	Peter Rukeyser	City	New York, NY
Name	Anthony Rundella	City	New York, NY

Advisors (S-Z)

Name	Name	City	City
Name	Frank J. Sabia	City	White Plains, NY
Name	Nick Sadowsky	City	Boca Raton, FL
Name	Allen Saunders	City	New York, NY
Name	William Schoff	City	Rochester, NY
Name	Steven Schultz	City	Phoenix, AZ
Name	Daniel Schwartz	City	Paramus, NJ
Name	Robert Sechan	City	New York, NY
Name	Charles Sessa	City	Philadelphia, PA
Name	L. Marc Shegoski	City	Princeton, NJ
Name	Keith Sheppard	City	Portland, OR
Name	James Small	City	Las Vegas, NV
Name	Ted Smith	City	Baltimore, MD
Name	Tony Smith	City	Birmingham, AL
Name	J. Thomas Smith	City	Palm Beach Gardens, FL
Name	Lawrence Smith	City	Brea, CA
Name	Alan Spierer	City	Westfield, NJ
Name	Harlan Spinner	City	Los Angeles, CA
Name	Scott Stackman	City	New York, NY
Name	Jason Stephens	City	Naples, FL
Name	Roger Stephens	City	Los Angeles, CA
Name	Peter Strope	City	Canonsburg, PA
Name	William Sullivan	City	Boston, MA
Name	Robert Swiller	City	Minneapolis, MN
Name	Gary Tantleff	City	Warren, NJ
Name	Paul Tashima	City	Chicago, IL
Name	Wesley Tate	City	Oakbrook Terrace, IL
Name	Charles Temel	City	New York, NY
Name	Daniel Torbeck	City	Cincinnati, OH
Name	Langston Turner	City	Houston, TX
Name	Donald W. Tynion II	City	South Burlington, VT
Name	Emily Van Hoorickx	City	San Jose, CA
Name	Ed Ventrice	City	Boca Raton, FL
Name	Jon Vigi	City	Birmingham, MI
Name	Paul Vigue	City	New York, NY
Name	Todd Vralsted	City	Billings, MT
Name	Roger Wacker	City	Los Angeles, CA
Name	Richard Whalen	City	Phoenix, AZ
Name	Mark Wilkins	City	St. Louis, MO
Name	Jacqueline Willens	City	New York, NY
Name	Jay Williams	City	Memphis, TN
Name	Alexander Williams	City	New York, NY
Name	William Wilson	City	San Francisco, CA
Name	Hardy Winburn	City	Little Rock, AR
Name	Ken Witover	City	New York, NY
Name	James Wrenn	City	Lake Oswego, OR
Name	Allen Wright	City	Atlanta, GA
Name	Barry Young	City	Houston, TX
Name	Christopher Zangari	City	Westfield, NJ

METHODOLOGY:

Barron’s "Top 1200 Advisors State by State" recognition list is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Portfolio performance is not a criterion because most advisors do not have audited track records. Neither UBS Financial Services Inc. or its employees pay a fee in exchange for these rankings. Past performance is not a guarantee of future results. Barron’s is a registered trademark of Dow Jones & Co.

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
Peter Stack
peter.stack@ubs.com
Tel: 212-882-5692
Mobile: 917-836-9073

Skip Links

Search Title

182 UBS FAs named to Barron's "Top 1200 Advisors State by State" list

Notes to Editors:

Media

Investor relations

Our firm