New York, September 13 - Forbes recently released their 2019 "Best-In-State Next-Gen Wealth Advisors" ranking and recognized 158 Financial Advisors at UBS. They were among 1,500 young, talented advisors who represent the future of the wealth management industry.
Our UBS Advisors on this year's list:
First Name | First Name | Last Name | Last Name | City & State | City & State |
|---|---|---|---|---|---|
First Name | Chad | Last Name | Adams | City & State | Anchorage, AK |
First Name | Stephen | Last Name | Andres | City & State | San Francisco, CA |
First Name | Wyatt | Last Name | Arthurs | City & State | Buffalo, NY |
First Name | Jansen | Last Name | Bailey | City & State | Atlanta, GA |
First Name | Nicholas | Last Name | Barbieri | City & State | Hunt Valley, MD |
First Name | Michael | Last Name | Barnes | City & State | San Angelo, TX |
First Name | Natalie | Last Name | Barron | City & State | Seal Beach, CA |
First Name | Joshua | Last Name | Basen | City & State | Westlake, OH |
First Name | Matthew | Last Name | Bechtel | City & State | Boston, MA |
First Name | Jason | Last Name | Bell | City & State | New York, NY |
First Name | Kristen | Last Name | Bissett | City & State | West Palm Beach, FL |
First Name | Andrew | Last Name | Bocknek | City & State | Farmington Hills, MI |
First Name | Justin | Last Name | Bowers | City & State | Florham Park, NJ |
First Name | Henry | Last Name | Boyce Iv | City & State | Aventura, FL |
First Name | William | Last Name | Bragdon | City & State | Greenville, SC |
First Name | Ruse | Last Name | Brown | City & State | Wichita, KS |
First Name | Brandon | Last Name | Brown | City & State | Atlanta, GA |
First Name | Andrew | Last Name | Bruen | City & State | Florham Park, NJ |
First Name | Jonathan | Last Name | Byrd | City & State | Atlanta, GA |
First Name | Kyle | Last Name | Caouette | City & State | Bellevue, WA |
First Name | Daniel | Last Name | Chillemi | City & State | Indianapolis, IN |
First Name | Alex | Last Name | Chivarsky | City & State | Century City, CA |
First Name | David | Last Name | Colin | City & State | Paramus, NJ |
First Name | Christopher | Last Name | Compton | City & State | Birmingham, AL |
First Name | Thomas "Joseph" | Last Name | Condon Iii | City & State | New York, NY |
First Name | Gabriel | Last Name | Cooperman | City & State | New York, NY |
First Name | Blair | Last Name | Cornell | City & State | Miamisburg, OH |
First Name | Daniel | Last Name | Cotter | City & State | Westlake, OH |
First Name | Joseph | Last Name | Covey | City & State | Seattle, WA |
First Name | Edward | Last Name | Dahl | City & State | Vienna, VA |
First Name | Kevin | Last Name | Daugherty | City & State | Oakbrook Terrace, IL |
First Name | Dorothy | Last Name | Decarlo | City & State | New York, NY |
First Name | Austin | Last Name | Del'Ve | City & State | Los Angeles, CA |
First Name | James | Last Name | Dill | City & State | Warren, NJ |
First Name | Paul | Last Name | Dolcimascolo | City & State | Tampa, FL |
First Name | Charles | Last Name | Donovan | City & State | Northfield, NJ |
First Name | Harshal | Last Name | Doshi | City & State | Manhattan Beach, CA |
First Name | Paul | Last Name | Douglas | City & State | Austin, TX |
First Name | Benjamin | Last Name | Dukes | City & State | Atlanta, GA |
First Name | Thaddeus | Last Name | Dulin | City & State | Greenville, SC |
First Name | Elizabeth | Last Name | Engelmann | City & State | Bloomington, MN |
First Name | Franco | Last Name | Estrada | City & State | San Juan, Puerto Rico |
First Name | Jesse | Last Name | Fable | City & State | Hartford, CT |
First Name | Peter | Last Name | Farrington | City & State | Boston, MA |
First Name | Reed | Last Name | Fawley | City & State | New York, NY |
First Name | Daniel | Last Name | Fetterolf | City & State | Greenville, SC |
First Name | Adam | Last Name | Fischer | City & State | Los Gatos, CA |
First Name | Blake | Last Name | Foster | City & State | Newport Beach, CA |
First Name | Nicholas | Last Name | Francia | City & State | Washington, DC |
First Name | Jonathan | Last Name | Frucce | City & State | Hartford, CT |
First Name | Bryan | Last Name | Garris | City & State | Los Angeles, CA |
First Name | David | Last Name | Gasper | City & State | Troy, MI |
First Name | Matthew | Last Name | Giugliano | City & State | New York, NY |
First Name | Daniel | Last Name | Gleason | City & State | Boston, MA |
First Name | Justin | Last Name | Glucksman | City & State | Boston, MA |
First Name | Brian | Last Name | Gooding | City & State | Newport Beach, CA |
First Name | Rachel | Last Name | Gottlieb | City & State | New York, NY |
First Name | Katelyn | Last Name | Greco | City & State | Hartford, CT |
First Name | Patrick | Last Name | Guarnieri | City & State | Bethesda, MD |
First Name | Kyle | Last Name | Harris | City & State | Baltimore, MD |
First Name | Harold | Last Name | Henderson | City & State | Birmingham, AL |
First Name | Eric | Last Name | Hernandez | City & State | Los Angeles, CA |
First Name | Andres | Last Name | Herrera | City & State | Coral Gables, FL |
First Name | Sean | Last Name | Howe | City & State | Vienna, VA |
First Name | Alex | Last Name | Howell | City & State | La Jolla, CA |
First Name | James | Last Name | Ingoe | City & State | Bethesda, MD |
First Name | Noor | Last Name | Ismail | City & State | Dallas, TX |
First Name | Anne | Last Name | Johnston | City & State | Beverly Hills, CA |
First Name | Andrew | Last Name | Kahner | City & State | New York, NY |
First Name | Mark | Last Name | Kaye | City & State | Houston, TX |
First Name | Ryan | Last Name | Kneipper | City & State | Dallas, TX |
First Name | Griffin | Last Name | Knowlton | City & State | Boston, MA |
First Name | Charles | Last Name | Korasick | City & State | Beverly Hills, CA |
First Name | Marc | Last Name | Laborde | City & State | Houston, TX |
First Name | Michael | Last Name | Libraty | City & State | Red Bank, NJ |
First Name | Charles | Last Name | Litton | City & State | Houston, TX |
First Name | Nicholas | Last Name | Lomaglio | City & State | Chicago, IL |
First Name | Ryan | Last Name | Long | City & State | Dallas, TX |
First Name | Mark | Last Name | Lopez | City & State | Houston, TX |
First Name | Jason | Last Name | Lowy | City & State | Hunt Valley, MD |
First Name | James | Last Name | Loynes | City & State | Newport Beach, CA |
First Name | Megan | Last Name | Macgowan | City & State | Fort Lauderdale, FL |
First Name | Jordan | Last Name | Mahaffey | City & State | New York, NY |
First Name | James | Last Name | Mahoney | City & State | Palm Beach Gardens, FL |
First Name | Alicia | Last Name | Malcolm | City & State | Williamsville, NY |
First Name | Christopher | Last Name | Matteo | City & State | New York, NY |
First Name | Michael | Last Name | Mauzy | City & State | St. Louis, MO |
First Name | Christopher | Last Name | Mccormick | City & State | Chicago, IL |
First Name | Ryan | Last Name | Mchugh | City & State | Bend, OR |
First Name | Tyler | Last Name | Mckean | City & State | Sylvania, OH |
First Name | Carryn | Last Name | Mclaughlin | City & State | New York, NY |
First Name | Benjamin | Last Name | Minor | City & State | Canonsburg, PA |
First Name | Paul | Last Name | Monacelli | City & State | Troy, MI |
First Name | Jonathan | Last Name | Moore | City & State | Wellesley, MA |
First Name | Matthew | Last Name | Murphy | City & State | Montgomery, AL |
First Name | Thomas | Last Name | Neff | City & State | Austin, TX |
First Name | Michael | Last Name | Neff | City & State | Austin, TX |
First Name | Zachary | Last Name | Newby | City & State | Oklahoma City, OK |
First Name | Michael | Last Name | Norris | City & State | New York, NY |
First Name | Andrew | Last Name | Payne | City & State | Hartford, CT |
First Name | James | Last Name | Pelletier | City & State | Boston, MA |
First Name | Chris | Last Name | Pendrak | City & State | Fort Lauderdale, FL |
First Name | Edward | Last Name | Persia | City & State | Beaumont, TX |
First Name | Bret | Last Name | Petersen | City & State | Naperville, IL |
First Name | Douglas | Last Name | Pires | City & State | Mount Laurel, NJ |
First Name | Brian | Last Name | Pollak | City & State | Hudson, OH |
First Name | Douglas | Last Name | Ponczek | City & State | Aventura, FL |
First Name | Kelli | Last Name | Puhl | City & State | Wayzata, MN |
First Name | Xi | Last Name | Qiao | City & State | San Francisco, CA |
First Name | Katherine | Last Name | Rathe | City & State | Los Gatos, CA |
First Name | Justin | Last Name | Reese | City & State | Beverly Hills, CA |
First Name | Michael | Last Name | Reinbold | City & State | Dallas, TX |
First Name | Russell | Last Name | Rifkin | City & State | Bethesda, MD |
First Name | Sean | Last Name | Riley | City & State | Fort Lauderdale, FL |
First Name | Harris | Last Name | Ringelheim | City & State | Garden City, NY |
First Name | Falls | Last Name | Robinson | City & State | Memphis, TN |
First Name | Daniel | Last Name | Rothenberg | City & State | Los Angeles, CA |
First Name | Mark | Last Name | Ruby | City & State | Akron, OH |
First Name | Zachary | Last Name | Sabota | City & State | Tyler, TX |
First Name | Nicholas | Last Name | Sadowsky | City & State | Boca Raton, FL |
First Name | John | Last Name | Scally | City & State | Florham Park, NJ |
First Name | Nicholas | Last Name | Schirripa | City & State | Beverly Hills, CA |
First Name | Stockton | Last Name | Schultz | City & State | Mishawaka, IN |
First Name | David | Last Name | Sears | City & State | Princeton, NJ |
First Name | Scott | Last Name | Serafin | City & State | Atlanta, GA |
First Name | Timothy | Last Name | Shelton | City & State | Plymouth, MI |
First Name | Chris | Last Name | Shukie | City & State | Boston, MA |
First Name | Samuel | Last Name | Sinclair | City & State | Rockland, MA |
First Name | Scott | Last Name | Singor | City & State | Norfolk, VA |
First Name | Adam | Last Name | Skagen | City & State | Seattle, WA |
First Name | Edward | Last Name | Snyder | City & State | Dublin, OH |
First Name | Thomas | Last Name | Stadum | City & State | Fargo, ND |
First Name | John | Last Name | Straus Jr. | City & State | New York, NY |
First Name | Jared | Last Name | Stricklin | City & State | Kansas City, MO |
First Name | Jennifer | Last Name | Susco | City & State | Pittsburgh, PA |
First Name | Mark | Last Name | Swenson | City & State | Fort Lauderdale, FL |
First Name | John | Last Name | Tarquinio | City & State | Pittsburgh, PA |
First Name | Nicholas | Last Name | Tarrab | City & State | San Francisco, CA |
First Name | Scott | Last Name | Taylor | City & State | Denver, CO |
First Name | Timothy | Last Name | Thatcher | City & State | Newport Beach, CA |
First Name | Michael | Last Name | Theilmann | City & State | Wayzata, MN |
First Name | Earl | Last Name | Thompson Iii | City & State | San Diego, CA |
First Name | Michael | Last Name | Treinen | City & State | Boise, ID |
First Name | Ben | Last Name | Tucker | City & State | Santa Barbara, CA |
First Name | Thomas | Last Name | Unger | City & State | Cincinnati, OH |
First Name | Alexandra | Last Name | Van Meurs | City & State | Houston, TX |
First Name | John | Last Name | Vaudreuil | City & State | Bloomington, MN |
First Name | Joseph | Last Name | Vogler | City & State | Paramus, NJ |
First Name | Benjamin | Last Name | Walker | City & State | Nashville, TN |
First Name | Kalyn | Last Name | Walker | City & State | San Diego, CA |
First Name | Kevin | Last Name | Wang | City & State | Boise, ID |
First Name | David | Last Name | Wardrop | City & State | New York, NY |
First Name | Scott | Last Name | Watson | City & State | Scottsdale, AZ |
First Name | William | Last Name | Wilson | City & State | San Francisco, CA |
First Name | Kyle | Last Name | Yoneshige | City & State | Honolulu, HI |
First Name | Brian | Last Name | Young | City & State | San Diego, CA |
First Name | Aric | Last Name | Zamel | City & State | Beverly Hills, CA |
First Name | Jason | Last Name | Zilveti | City & State | Scottsdale, AZ |
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
