New York, May 6 - Forbes recently released their 2019 " America's Top Women Wealth Advisors" ranking of the 250 top advisors across the country who were nominated by their firms. This year, they recognized 46 Financial Advisors at UBS – compared with 44 in 2018.
The Forbes ranking rates thousands of wealth advisors with a minimum of seven years of experience and weighs factors such as revenue trends, assets under management, compliance records and industry experience.
The 250 women on the 2019 list manage nearly $315 billion in client assets. Our very own Louise Gunderson ranks seventh on the list, with many of our other Advisors ranking in the top 30.
Joanne Zhong, an Advisor in San Francisco, spoke to Forbes about her outlook and her clients and said, "I take the messy stuff of becoming wealthy away from them so they can enjoy their wealth."
Our UBS Advisors on this year's list:
Name | Name | City & State | City & State |
|---|---|---|---|
Name | Sonia Attkiss | City & State | New York, NY |
Name | Susain Bailey | City & State | Scottsdale, AZ |
Name | Laura Belo | City & State | San Francisco, CA |
Name | Eileen Berman | City & State | Palm Beach, FL |
Name | Lisa Chapman | City & State | Seal Beach, CA |
Name | Teri Conklin | City & State | Northbrook, IL |
Name | Paula Connell | City & State | Paudcah, KY |
Name | Melissa Corrado Harrison | City & State | Denver, CO |
Name | Lori Daffron | City & State | Santa Barbara, CA |
Name | Sandra Dalton | City & State | Boise, ID |
Name | Kathleen Entwistle | City & State | Paramus, NJ |
Name | Renee Fourcade | City & State | Century City, CA |
Name | Judy Frederickson | City & State | Minneapolis, MN |
Name | Rachel Gottlieb | City & State | New York, NY |
Name | Louise Gunderson | City & State | New York, NY |
Name | Jessica Guo | City & State | Wellesley, MA |
Name | Diane Hart | City & State | Pasadena, CA |
Name | Holly Hendrix | City & State | New York, NY |
Name | Wendy Holmes | City & State | New York, NY |
Name | Teresa Jacobsen | City & State | Stamford, CT |
Name | Patricia Johnson | City & State | Los Angeles, CA |
Name | Julia Kasberg | City & State | San Angelo, TX |
Name | Leslie Lauer | City & State | Atlanta, GA |
Name | Courtney Liddy | City & State | San Diego, CA |
Name | Jana Lisle Parham | City & State | Nashville, TN |
Name | Elizabeth Lockwood | City & State | Houston, TX |
Name | Christine McGinley | City & State | Mount Laurel, NJ |
Name | Linda Modico | City & State | New York, NY |
Name | Angeline Newman | City & State | Florham Park, NJ |
Name | Sharon Paul | City & State | New York, NY |
Name | Jan Pickle | City & State | Austin, TX |
Name | Bonnie Richards | City & State | New York, NY |
Name | Shelley Richardson | City & State | Los Gatos, CA |
Name | Emily Rubin | City & State | New York, NY |
Name | Sharon Sager | City & State | New York, NY |
Name | Sara Saxe | City & State | Menlo Park, CA |
Name | Pamela Segal Rhodes | City & State | Miami, FL |
Name | Kellie Sheryak | City & State | Louisville, KY |
Name | Camille Valentine | City & State | Boston, MA |
Name | Emily Van Hoorickx | City & State | San Jose, CA |
Name | Sherry Verburgt | City & State | Houston, TX |
Name | Kalyn Walker | City & State | Carmel Valley, CA |
Name | Laura Wellon | City & State | Atlanta, GA |
Name | Jacqueline Willens | City & State | New York, NY |
Name | Carol Wilshire | City & State | Los Angeles, CA |
Name | Joanne Zhong | City & State | San Francisco, CA |
Notes to Editors:
About UBS Global Wealth Management
As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.
About UBS
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS' strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.
UBS is present in all major financial centers worldwide. It has offices in 52 countries, with about 34% of its employees working in the Americas, 34% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 14% in Asia Pacific. UBS Group AG employs approximately 61,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
Media Contact
For UBS Global Wealth Management
Laura Hastings
laura.hastings@ubs.com
Tel: 212-882-5705
