New York, December 20 – National Association of Plan Advisors (NAPA) recently released their 2020 "Top Retirement Plan Advisors Under 40" ranking and recognized two Financial Advisors at UBS. They are among 100 other "Aces" (formerly "Young Guns") who are widely seen as the future leaders of the retirement plan advisor industry.

The list was established in 2014, and this year, there were more than 600 nominations (a 20% increase from last year) provided by NAPA broker-dealer/RIA firm partners. They will be featured in a future issue of NAPA Net the Magazine and will also be acknowledged at the 2020 NAPA 401(k) Summit in Orlando in April.

To learn more about these esteemed Advisors, visit their websites below.

Name

Name

City & State

City & State

Website

Website

Name

Brian Catanella

City & State

Philadelphia, PA

Website

 

Name

Michael Curry

City & State

Beverly Hills, CA

Website

Link

METHODOLOGY:
NAPA's "Top Retirement Plan Advisors Under 40" list was drawn from nominations provided by NAPA BD/RIA Firm Partners based on a review of nominee applications by a panel of judges selected by the National Association of Plan Advisors (NAPA). The finalists are reviewed based on pre-determined quantitative and qualitative data such as experience, book of business, industry leadership and compliance history. Neither UBS Financial Services or its employees pay a fee in exchange for these rankings. Past performance is not indicative 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).

© UBS 2019. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Neither UBS Financial Services or its employees pay a fee in exchange for these rankings. Past performance is not indicative of future results.