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 | Last Name | City & State |
|---|---|---|
Chad | Adams | Anchorage, AK |
Stephen | Andres | San Francisco, CA |
Wyatt | Arthurs | Buffalo, NY |
Jansen | Bailey | Atlanta, GA |
Nicholas | Barbieri | Hunt Valley, MD |
Michael | Barnes | San Angelo, TX |
Natalie | Barron | Seal Beach, CA |
Joshua | Basen | Westlake, OH |
Matthew | Bechtel | Boston, MA |
Jason | Bell | New York, NY |
Kristen | Bissett | West Palm Beach, FL |
Andrew | Bocknek | Farmington Hills, MI |
Justin | Bowers | Florham Park, NJ |
Henry | Boyce Iv | Aventura, FL |
William | Bragdon | Greenville, SC |
Ruse | Brown | Wichita, KS |
Brandon | Brown | Atlanta, GA |
Andrew | Bruen | Florham Park, NJ |
Jonathan | Byrd | Atlanta, GA |
Kyle | Caouette | Bellevue, WA |
Daniel | Chillemi | Indianapolis, IN |
Alex | Chivarsky | Century City, CA |
David | Colin | Paramus, NJ |
Christopher | Compton | Birmingham, AL |
Thomas "Joseph" | Condon Iii | New York, NY |
Gabriel | Cooperman | New York, NY |
Blair | Cornell | Miamisburg, OH |
Daniel | Cotter | Westlake, OH |
Joseph | Covey | Seattle, WA |
Edward | Dahl | Vienna, VA |
Kevin | Daugherty | Oakbrook Terrace, IL |
Dorothy | Decarlo | New York, NY |
Austin | Del'Ve | Los Angeles, CA |
James | Dill | Warren, NJ |
Paul | Dolcimascolo | Tampa, FL |
Charles | Donovan | Northfield, NJ |
Harshal | Doshi | Manhattan Beach, CA |
Paul | Douglas | Austin, TX |
Benjamin | Dukes | Atlanta, GA |
Thaddeus | Dulin | Greenville, SC |
Elizabeth | Engelmann | Bloomington, MN |
Franco | Estrada | San Juan, Puerto Rico |
Jesse | Fable | Hartford, CT |
Peter | Farrington | Boston, MA |
Reed | Fawley | New York, NY |
Daniel | Fetterolf | Greenville, SC |
Adam | Fischer | Los Gatos, CA |
Blake | Foster | Newport Beach, CA |
Nicholas | Francia | Washington, DC |
Jonathan | Frucce | Hartford, CT |
Bryan | Garris | Los Angeles, CA |
David | Gasper | Troy, MI |
Matthew | Giugliano | New York, NY |
Daniel | Gleason | Boston, MA |
Justin | Glucksman | Boston, MA |
Brian | Gooding | Newport Beach, CA |
Rachel | Gottlieb | New York, NY |
Katelyn | Greco | Hartford, CT |
Patrick | Guarnieri | Bethesda, MD |
Kyle | Harris | Baltimore, MD |
Harold | Henderson | Birmingham, AL |
Eric | Hernandez | Los Angeles, CA |
Andres | Herrera | Coral Gables, FL |
Sean | Howe | Vienna, VA |
Alex | Howell | La Jolla, CA |
James | Ingoe | Bethesda, MD |
Noor | Ismail | Dallas, TX |
Anne | Johnston | Beverly Hills, CA |
Andrew | Kahner | New York, NY |
Mark | Kaye | Houston, TX |
Ryan | Kneipper | Dallas, TX |
Griffin | Knowlton | Boston, MA |
Charles | Korasick | Beverly Hills, CA |
Marc | Laborde | Houston, TX |
Michael | Libraty | Red Bank, NJ |
Charles | Litton | Houston, TX |
Nicholas | Lomaglio | Chicago, IL |
Ryan | Long | Dallas, TX |
Mark | Lopez | Houston, TX |
Jason | Lowy | Hunt Valley, MD |
James | Loynes | Newport Beach, CA |
Megan | Macgowan | Fort Lauderdale, FL |
Jordan | Mahaffey | New York, NY |
James | Mahoney | Palm Beach Gardens, FL |
Alicia | Malcolm | Williamsville, NY |
Christopher | Matteo | New York, NY |
Michael | Mauzy | St. Louis, MO |
Christopher | Mccormick | Chicago, IL |
Ryan | Mchugh | Bend, OR |
Tyler | Mckean | Sylvania, OH |
Carryn | Mclaughlin | New York, NY |
Benjamin | Minor | Canonsburg, PA |
Paul | Monacelli | Troy, MI |
Jonathan | Moore | Wellesley, MA |
Matthew | Murphy | Montgomery, AL |
Thomas | Neff | Austin, TX |
Michael | Neff | Austin, TX |
Zachary | Newby | Oklahoma City, OK |
Michael | Norris | New York, NY |
Andrew | Payne | Hartford, CT |
James | Pelletier | Boston, MA |
Chris | Pendrak | Fort Lauderdale, FL |
Edward | Persia | Beaumont, TX |
Bret | Petersen | Naperville, IL |
Douglas | Pires | Mount Laurel, NJ |
Brian | Pollak | Hudson, OH |
Douglas | Ponczek | Aventura, FL |
Kelli | Puhl | Wayzata, MN |
Xi | Qiao | San Francisco, CA |
Katherine | Rathe | Los Gatos, CA |
Justin | Reese | Beverly Hills, CA |
Michael | Reinbold | Dallas, TX |
Russell | Rifkin | Bethesda, MD |
Sean | Riley | Fort Lauderdale, FL |
Harris | Ringelheim | Garden City, NY |
Falls | Robinson | Memphis, TN |
Daniel | Rothenberg | Los Angeles, CA |
Mark | Ruby | Akron, OH |
Zachary | Sabota | Tyler, TX |
Nicholas | Sadowsky | Boca Raton, FL |
John | Scally | Florham Park, NJ |
Nicholas | Schirripa | Beverly Hills, CA |
Stockton | Schultz | Mishawaka, IN |
David | Sears | Princeton, NJ |
Scott | Serafin | Atlanta, GA |
Timothy | Shelton | Plymouth, MI |
Chris | Shukie | Boston, MA |
Samuel | Sinclair | Rockland, MA |
Scott | Singor | Norfolk, VA |
Adam | Skagen | Seattle, WA |
Edward | Snyder | Dublin, OH |
Thomas | Stadum | Fargo, ND |
John | Straus Jr. | New York, NY |
Jared | Stricklin | Kansas City, MO |
Jennifer | Susco | Pittsburgh, PA |
Mark | Swenson | Fort Lauderdale, FL |
John | Tarquinio | Pittsburgh, PA |
Nicholas | Tarrab | San Francisco, CA |
Scott | Taylor | Denver, CO |
Timothy | Thatcher | Newport Beach, CA |
Michael | Theilmann | Wayzata, MN |
Earl | Thompson Iii | San Diego, CA |
Michael | Treinen | Boise, ID |
Ben | Tucker | Santa Barbara, CA |
Thomas | Unger | Cincinnati, OH |
Alexandra | Van Meurs | Houston, TX |
John | Vaudreuil | Bloomington, MN |
Joseph | Vogler | Paramus, NJ |
Benjamin | Walker | Nashville, TN |
Kalyn | Walker | San Diego, CA |
Kevin | Wang | Boise, ID |
David | Wardrop | New York, NY |
Scott | Watson | Scottsdale, AZ |
William | Wilson | San Francisco, CA |
Kyle | Yoneshige | Honolulu, HI |
Brian | Young | San Diego, CA |
Aric | Zamel | Beverly Hills, CA |
Jason | Zilveti | Scottsdale, AZ |
Notes to Editors:
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:
Media Contact:
For UBS Global Wealth Management
Laura Hastings
laura.hastings@ubs.com
Tel: 212 882-5705