40 UBS Advisors named to Forbes 2019 "America's Top Wealth Advisors" list

New York19 Sep 2019, 08:00 CEST

    

New York, September 18 - Forbes recently released their “America's Top Wealth Advisors” list and recognized 40 Financial Advisors at UBS. They were among 250 talented financial advisors who represent the best minds of the wealth management industry.

Forbes profiled our own Louise Gunderson who stated, “We have about one year’s worth of cash flow for everybody now because when volatility picked up, I wanted to make sure the cash bucket was there.”Gundersonparticipated in a roundtable hosted by Forbes and SHOOK Research, which featured five advisors who manage a combined $23 billion. Additionally, UBS has two Financial Advisors featured in Forbes Top Wealth Advisors top 10, including Christopher Errico at number 3 and Andy Burish at number 10.

Our UBS Advisors on this year's list:

First Name

Last Name

City & State

Rich

Abrams

New York, NY

Christopher

Aitken

Ponte Vedra, FL

Brian

Bennett

New York, NY

Rob

Bertino

Dallas, TX

Jonathan

Beukelman

Lincoln, NE

Mark

Binder

Las Vegas, NV

Andy

Burish

Madison, WI

Craig

Chiate

Los Angeles, CA

Terry

Cook

Bellevue, WA

Sean

Dillon

Boston, MA 

Jason

Dworak

Lincoln, NE

David

Ellis, III

Cincinnati, OH

Adam

Epstein

New York, NY

Christopher

Errico

New York, NY

Mark

Fendrick

Mount Laurel, NJ

Drew

Freides

Los Angeles, CA

Ghislain

Gouraige

Coral Gables, FL

William

Greco

Hartford, CT 

Louise

Gunderson

New York, NY

Martin

Halbfinger

New York, NY

Michael

Kanigher

Los Angeles, CA

Jason

Katz

New York, NY

Bud

King

St Louis, MO

Jeffrey

Kobernick

New York, NY

Ira

Kravitz

Plano, TX 

Joseph

Matina

Short Hills, NJ

Michael

Matthews

Bellevue,WA

Rob

Metcalf

Minneapolis, MN

Michael

Poppo

New York, NY

Emily

Rubin

New York, NY

Peter

Rukeyser

New York, NY

Dan

Schwartz

Paramus, NJ

Rob

Sechan

New York, NY

Scott

Stackman

New York, NY

Jason

Stephens

Naples, FL

William

Sullivan

Boston, MA 

Roger

Wacker

Los Angeles, CA

Ira

Walker

Red Bank, NJ

Jacqueline

Willens

New York, NY

Alex

Williams

New York, NY

METHODOLOGY:

Forbes’ “America's Top 250 Wealth Advisors” criteria is based on quality of practice, industry experience, compliance record, assets under management, revenue and algorithm results by SHOOK Research. Neither UBS Financial Service Inc. or its employees pay a fee in exchange for these ratings. Past performance is not an indication of future results.

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