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 | First Name | Last Name | Last Name | City & State | City & State |
|---|---|---|---|---|---|
First Name | Rich | Last Name | Abrams | City & State | New York, NY |
First Name | Christopher | Last Name | Aitken | City & State | Ponte Vedra, FL |
First Name | Brian | Last Name | Bennett | City & State | New York, NY |
First Name | Rob | Last Name | Bertino | City & State | Dallas, TX |
First Name | Jonathan | Last Name | Beukelman | City & State | Lincoln, NE |
First Name | Mark | Last Name | Binder | City & State | Las Vegas, NV |
First Name | Andy | Last Name | Burish | City & State | Madison, WI |
First Name | Craig | Last Name | Chiate | City & State | Los Angeles, CA |
First Name | Terry | Last Name | Cook | City & State | Bellevue, WA |
First Name | Sean | Last Name | Dillon | City & State | Boston, MA |
First Name | Jason | Last Name | Dworak | City & State | Lincoln, NE |
First Name | David | Last Name | Ellis, III | City & State | Cincinnati, OH |
First Name | Adam | Last Name | Epstein | City & State | New York, NY |
First Name | Christopher | Last Name | Errico | City & State | New York, NY |
First Name | Mark | Last Name | Fendrick | City & State | Mount Laurel, NJ |
First Name | Drew | Last Name | Freides | City & State | Los Angeles, CA |
First Name | Ghislain | Last Name | Gouraige | City & State | Coral Gables, FL |
First Name | William | Last Name | Greco | City & State | Hartford, CT |
First Name | Louise | Last Name | Gunderson | City & State | New York, NY |
First Name | Martin | Last Name | Halbfinger | City & State | New York, NY |
First Name | Michael | Last Name | Kanigher | City & State | Los Angeles, CA |
First Name | Jason | Last Name | Katz | City & State | New York, NY |
First Name | Bud | Last Name | King | City & State | St Louis, MO |
First Name | Jeffrey | Last Name | Kobernick | City & State | New York, NY |
First Name | Ira | Last Name | Kravitz | City & State | Plano, TX |
First Name | Joseph | Last Name | Matina | City & State | Short Hills, NJ |
First Name | Michael | Last Name | Matthews | City & State | Bellevue,WA |
First Name | Rob | Last Name | Metcalf | City & State | Minneapolis, MN |
First Name | Michael | Last Name | Poppo | City & State | New York, NY |
First Name | Emily | Last Name | Rubin | City & State | New York, NY |
First Name | Peter | Last Name | Rukeyser | City & State | New York, NY |
First Name | Dan | Last Name | Schwartz | City & State | Paramus, NJ |
First Name | Rob | Last Name | Sechan | City & State | New York, NY |
First Name | Scott | Last Name | Stackman | City & State | New York, NY |
First Name | Jason | Last Name | Stephens | City & State | Naples, FL |
First Name | William | Last Name | Sullivan | City & State | Boston, MA |
First Name | Roger | Last Name | Wacker | City & State | Los Angeles, CA |
First Name | Ira | Last Name | Walker | City & State | Red Bank, NJ |
First Name | Jacqueline | Last Name | Willens | City & State | New York, NY |
First Name | Alex | Last Name | Williams | City & State | New York, NY |
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
