New York, January 27 – Forbes/SHOOK recently announced its 2020 "Best-in-State Wealth Advisors" list, which spotlights over 4,000 top Advisors across the country who were nominated by their firms. This year, 665 UBS Advisors made the third annual list – compared to 468 Advisors from a pool of 3,500 advisors in 2019.

Advisors on this year's list manage more than USD 4 trillion in client assets and must have at least four years of financial services experience, with one year at their current firm.

To see which Advisors were honored, check out this year's list and visit their websites to learn more.

Name

Name

City & State

City & State

Name

Richard Abrams

City & State

New York, NY

Name

John Acker

City & State

Century City, CA

Name

Jason Adams

City & State

Bethesda, MD

Name

Patrick Adams

City & State

Washington, DC

Name

Mark Addessi

City & State

New York, NY

Name

John Adelman

City & State

New York, NY

Name

Christopher Aitken

City & State

Ponte Vedra, FL

Name

Clifford Allen

City & State

Indianapolis, IN

Name

Robert Allred

City & State

Washington, DC

Name

Jesse Amarillas

City & State

Century City, CA

Name

Angelo Amitsis

City & State

Paramus, NJ

Name

Zak Ammirato

City & State

San Francisco, CA

Name

Paul Anderson

City & State

Bethesda, MD

Name

Thomas Anderson

City & State

Los Gatos, CA

Name

David Andreadis

City & State

Washington, DC

Name

Peter Andreasen

City & State

San Diego, CA

Name

Stephen Andres

City & State

San Francisco, CA

Name

Jeffrey Appelstein

City & State

Boston, MA

Name

Keith Apton

City & State

Washington, DC

Name

Benjamin Archer

City & State

Conshohocken, PA

Name

Steve Armaly

City & State

Greenville, SC

Name

Daniel Arnold

City & State

Fort Wayne, IN

Name

Bert Arrowood

City & State

Greenville, SC

Name

Sonia Attkiss

City & State

New York, NY

Name

James Axelson

City & State

Newport Beach, CA

Name

Aida Babayan

City & State

Pasadena, CA

Name

Susan Bailey

City & State

Scottsdale, AZ

Name

Andrew Baldassarre

City & State

Hartford, CT

Name

Frank Baldwin

City & State

La Jolla, CA

Name

Moshe Banin

City & State

Aventura, FL

Name

Mike Barnowski

City & State

San Francisco, CA

Name

Chris Barra

City & State

Los Angeles, CA

Name

Michael Barron

City & State

Palm Beach, FL

Name

Laurie Barry

City & State

Chicago, IL

Name

Jonathan Barter

City & State

New York, NY

Name

Sam Bartolai

City & State

Barrington, IL

Name

Anthony Bebbington

City & State

Phoenix, AZ

Name

Louis Bell

City & State

New York, NY

Name

Laura Belo

City & State

San Francisco, CA 

Name

Brian Bennett

City & State

New York, NY

Name

Charles Berk

City & State

Washington, DC

Name

Eileen Berman

City & State

Palm Beach, FL

Name

Bradford Bernstein

City & State

Philadelphia, PA 

Name

Scot Berryman

City & State

Eugeue

Name

Rob Bertino

City & State

Dallas, TX

Name

Jonathan Beukelman

City & State

Lincoln, NE

Name

Andrea Bevis

City & State

Boston, MA

Name

Eric Bickler

City & State

White Plains, NY

Name

Mark Binder

City & State

Los Angeles, CA

Name

Chris Black

City & State

Houston, TX

Name

Michael Bober

City & State

Boca Raton, FL 

Name

Jill Bobigan

City & State

New York, NY

Name

Leonard Boccia

City & State

New York, NY

Name

Philip Bocketti

City & State

Plymouth, MI

Name

Bradley Boeckman

City & State

Westlake, OH

Name

Daniel Boland

City & State

Atlanta, GA

Name

Peter Borowsky

City & State

New York, NY

Name

Jonathan Bottema

City & State

Wayzata, MN

Name

Nena Brackett

City & State

Houston, TX

Name

Douglas Braff

City & State

New York, NY

Name

Will Bragdon

City & State

Greenville, SC

Name

Peter Braun

City & State

Boulder, CO

Name

Karen Breed

City & State

Kenwood, OH

Name

Anthony Brookfield

City & State

San Francisco, CA

Name

Matthew Brown

City & State

Liberty Park, AL

Name

Mike Brown

City & State

St. Louis, MO

Name

Ruse Brown

City & State

Wichita, KS

Name

Douglas Brown

City & State

Chattanooga, TN

Name

William Bruen, Jr.

City & State

Florham Park, NJ

Name

Lester Brunker

City & State

Minneapolis, MN

Name

John Buchanan

City & State

Century City, CA

Name

Jesse Bull

City & State

Wayzata, MN

Name

Rober Bult

City & State

Kenwood, OH

Name

Andrew Burish

City & State

Madison, WI

Name

Jason Burkett

City & State

Fort Collins, CO

Name

Joe Calao

City & State

Waco, TX

Name

Dominic Calvani

City & State

Nashville, TN

Name

William Calvert

City & State

Los Angeles, CA 

Name

Blair Cannon

City & State

San Diego, CA

Name

Michael Caplan

City & State

Cherry Creek, CO

Name

Michael Carr

City & State

Gainesville, FL

Name

Lyle Casriel

City & State

New York, NY

Name

John Castronuovo

City & State

Palm Beach, FL

Name

Thomas Cavada

City & State

New York, NY

Name

Monty Cerf

City & State

New York, NY

Name

Caroline M. Chahalis

City & State

Montchanin, DE

Name

Matthew Chalfant

City & State

Mclean, VA

Name

Scott Chamberlain

City & State

Las Vegas, NV

Name

James Chambers II

City & State

New London, CT

Name

Lisa Chapman

City & State

Seal Beach, CA

Name

Ted Chartier

City & State

Leawood, KS

Name

Raymond Chase

City & State

Florham Park, NJ

Name

Cameron Cheek

City & State

Portland, OR

Name

Derek Cherne

City & State

Wayzata, MN

Name

Craig Chiate

City & State

Los Angeles, CA

Name

James Chiate

City & State

Irvine, CA

Name

Daniel Chillemi

City & State

Indianapolis, IN

Name

Alex Chivarsky

City & State

Century City, CA

Name

May Chong

City & State

Los Angeles, CA

Name

Peter Choy

City & State

Phoenix, AZ

Name

Michael Chudd

City & State

Las Vegas, NV

Name

Victoria Clark

City & State

New York, NY

Name

William Clegg IV

City & State

Bonita Springs, FL

Name

Christopher Clifford

City & State

San Francisco, CA

Name

Louis Close

City & State

Minneapolis, MN

Name

Lewis Cohen

City & State

Philadelphia, PA

Name

Alberto Cohen

City & State

Miami, FL

Name

Frank Coiro

City & State

New York, NY

Name

Michael Colacci

City & State

Mount Laurel, NJ

Name

Judy Colvin

City & State

Menlo Park, CA

Name

Christopher Compton

City & State

Liberty Park, AL

Name

Frank Condon

City & State

Red Bank, NJ

Name

Teri Conklin

City & State

Northbrook, IL

Name

Paula Connell

City & State

Paducah, KY

Name

Timothy Connolly

City & State

Boston, MA

Name

Blair Cornell

City & State

Dayton, OH

Name

Timothy Cornell

City & State

Dayton, OH

Name

Manuel Coroalles

City & State

Miami, FL

Name

Melissa Corrado Harrison

City & State

Denver, CO

Name

Gerard Costello

City & State

New York, NY

Name

Douglas Coughlin

City & State

New York, NY

Name

Brett Crawford

City & State

Montgomery, AL

Name

Jacob Creydt

City & State

Bloomington, MN

Name

Louis Croce

City & State

Garden City, NY

Name

Lance Crossett

City & State

Fort Collins, CO

Name

William Cseplo

City & State

Muirfield, OH

Name

Joseph Cullen

City & State

Boston, MA

Name

Robert Cummins

City & State

San Mateo, CA

Name

Sandra Cunningham

City & State

Washington, DC

Name

Robert Cusano

City & State

Hartford, CT

Name

Chad Czerwinski

City & State

Hartford, CT

Name

Lori Daffron

City & State

Santa Barbara, CA

Name

Erik Dahlquist

City & State

New York, NY

Name

Sandra Dalton

City & State

Boise, ID

Name

Christopher Damante

City & State

Palm Beach, FL

Name

Philip Danishefsky

City & State

New York, NY

Name

Stephen Davis

City & State

Westlake Village, CA

Name

Charles Day

City & State

New York, NY

Name

Terry Dean

City & State

Naples, FL

Name

Robert DeForest

City & State

West Palm Beach, FL

Name

James DeGoler

City & State

Kansas City, MO

Name

Justin Demko

City & State

Los Angeles, CA 

Name

John DeRosa

City & State

New York, NY

Name

Ajay Desai

City & State

Chicago, IL

Name

John DeSantis

City & State

Indianapolis, IN

Name

Daniel Diaz

City & State

Miami, FL

Name

Robert DiColo

City & State

Providence, RI

Name

Melinda Diehl-Carmichael

City & State

Pasadena, CA

Name

Douglas DiGiorno

City & State

Naples, FL 

Name

Sean Dillon

City & State

Boston, MA 

Name

Rosemarie Dios

City & State

Southampton, NY

Name

Brian Doak

City & State

Hunt Valley, MD

Name

Timothy Dod

City & State

Atlanta, GA

Name

Benjamin Domingue

City & State

Lafayette, LA

Name

Ileana Dominguez

City & State

Henderson, NV

Name

Brian Donaldson

City & State

La Jolla, CA

Name

Michael Doney

City & State

Seattle, WA

Name

Carla Donina

City & State

Chattanooga, TN

Name

Robert Donina

City & State

Chattanooga, TN

Name

Tim Donnelly

City & State

Red Bank, NJ

Name

Peter Dorfman

City & State

New York, NY

Name

Harshal Doshi

City & State

Beverly Hills, CA

Name

Jason Douglas

City & State

Atlanta, GA

Name

Thaddeus Dulin

City & State

Greenville, SC

Name

Timothy Dumont

City & State

Kenwood, OH

Name

Jason Dworak

City & State

Lincoln, NE

Name

Michael Dzikowski

City & State

Westfield, NJ

Name

Name

City & State

City & State

Name

Thomas Eddy

City & State

Chattanooga, TN

Name

William Einstein

City & State

New York, NY

Name

Harold Elish

City & State

New York, NY

Name

Michael Ellington

City & State

Chicago, IL

Name

David Ellis, III

City & State

Cincinnati, OH

Name

Elizabeth Engelmann

City & State

Bloomington, MN

Name

Kathleen Entwistle

City & State

Paramus, NJ

Name

Adam Epstein

City & State

New York, NY

Name

R. Christopher Errico

City & State

New York, NY

Name

Franco Estrada-Velasco

City & State

San Juan, PR

Name

Steve Eubanks

City & State

Raleigh, NC

Name

Michael Evans

City & State

San Francisco, CA

Name

James Fair

City & State

Boston, MA

Name

Mark Fendrick

City & State

Mount Laurel, NJ

Name

Daniel Fetterolf

City & State

Greenville, SC

Name

Vincent Fiorentino

City & State

Stamford, CT

Name

Stephen Fish

City & State

Kenwood, OH

Name

Hugh Fisher

City & State

Naples, FL

Name

Richard E. Fister, Jr.

City & State

St. Louis, MO

Name

Joseph Fitzpatrick

City & State

Melville, NY

Name

Peter Foley

City & State

Palm Beach Gardens, FL

Name

Daniel Forman

City & State

Conshohocken, PA

Name

Tim Foster

City & State

Kenwood, OH

Name

Renee Fourcade

City & State

Century City, CA

Name

Nick Francia

City & State

Washington, DC

Name

James Frayard

City & State

New Orleans, LA

Name

Judy Fredrickson

City & State

Minneapolis, MN

Name

Tom Freeman

City & State

Kansas City, MO

Name

Drew Freides

City & State

Los Angeles, CA

Name

Matthew Fresca

City & State

Lexington, KY

Name

Sean Gabrio

City & State

Portland, OR

Name

Robert Gach

City & State

Beverly Hills, CA

Name

Jonathan Galli

City & State

Boston, MA

Name

Walter Galllivan

City & State

Greenville, SC

Name

Elaine Gampel

City & State

Denver, CO

Name

Scott Garnett

City & State

Richmond, VA

Name

John Garvey

City & State

Philadelphia, PA

Name

Chris Garvin

City & State

Ft. Lauderdale, FL

Name

Brett Gasper

City & State

Troy, MI

Name

John Geist

City & State

Lincoln, NE

Name

Gary Ghigliotti

City & State

Portsmouth, NH

Name

Michael Giacone

City & State

New York, NY

Name

Ron Giancristofaro

City & State

New York, NY

Name

Bart Gibson

City & State

Baltimore, MD

Name

Harris Gignilliat

City & State

Atlanta, GA

Name

Richard Giordano

City & State

New York, NY

Name

Lee Gleeman

City & State

Boca Raton, FL 

Name

Derek Glynn

City & State

Everett, WA

Name

Chad Goerner

City & State

Princeton, NJ

Name

Steve Gold

City & State

Miami, FL

Name

David Goldberg

City & State

Andrews, TX

Name

William Goldberg

City & State

Houston, TX 

Name

Jorge Gomez

City & State

Coral Gables, FL

Name

Rachel Gottlieb

City & State

New York, NY

Name

Ghislain Gouraige

City & State

Coral Gables, FL

Name

William Gourd

City & State

Stamford, CT

Name

William Greco

City & State

Hartford, CT

Name

Matthew Green

City & State

Indianapolis, IN

Name

Michael Greenly

City & State

Philadelphia, PA

Name

Richard Greenspan

City & State

New York, NY

Name

Anthony Guinane

City & State

Irvine, CA

Name

Sonny Gulati

City & State

Palo Alto, CA

Name

Louise Gunderson

City & State

New York, NY

Name

Jessica Guo

City & State

Wellesley, MA

Name

Roy Gutierrez

City & State

Little Rock, AR

Name

Barry Haffner

City & State

Washington, DC

Name

Sean Hagerty

City & State

Baltimore, MD

Name

Martin Halbfinger

City & State

New York, NY

Name

John Halperin

City & State

Encino, CA

Name

John Hamilton

City & State

Rutland, VT

Name

Braydon Hamilton

City & State

La Jolla, CA 

Name

Hammond Han

City & State

Washington, DC

Name

Andrew Hanson

City & State

Southpointe, PA

Name

Brendon Harbron

City & State

Indianapolis, IN

Name

Sean Hardy

City & State

Cleveland, OH

Name

Kyle Harris

City & State

Baltimore, MD

Name

Diane Hart

City & State

Pasadena, CA

Name

Michael Haskell

City & State

New York, NY

Name

Michael Hatch

City & State

Beverly Hills, CA

Name

James Hay

City & State

Bloomington, MN

Name

Kevin Haynes

City & State

Montgomery, AL

Name

Jared Hendler

City & State

Washington, DC

Name

Holly Hendrix

City & State

New York, NY

Name

Keegan M. Hennessy

City & State

Atlanta, GA

Name

Jeffrey Herman

City & State

Winston-Salem, NC

Name

Kenneth Heyman

City & State

Florham Park, NJ

Name

Brett Hina

City & State

Conshohocken, PA

Name

Wendy Holmes

City & State

New York, NY

Name

Randale Honaker

City & State

Dayton, OH

Name

Richard Horn

City & State

Baltimore, MD

Name

Brad Howell

City & State

Seal Beach, CA

Name

Gregory Hurst

City & State

New York, NY

Name

William Huthnance

City & State

Houston, TX

Name

Thomas Huvane

City & State

New York, NY

Name

Richard Ina

City & State

Franklin, TN

Name

Julian Iragorri

City & State

New York, NY

Name

Donald Jackson

City & State

Tulsa, OK

Name

Christopher Jackson

City & State

Washington, DC

Name

Stanton Jacobs

City & State

Knoxville, TN

Name

Teresa Jacobsen

City & State

Stamford, CT

Name

William James

City & State

Upper Arlington, OH

Name

David Jasper

City & State

San Francisco, CA

Name

Kelly Jay

City & State

Walnut Creek, CA

Name

Jason Johnson

City & State

Orlando, FL

Name

Patricia Johnson

City & State

Los Angeles, CA

Name

James Jones

City & State

Midland, TX

Name

Stephen Jurist

City & State

Boca Raton, FL

Name

David Justman

City & State

Century City, CA

Name

Andrew Kahner

City & State

New York, NY

Name

Michael Kanigher

City & State

Los Angeles, CA

Name

Michael Karl

City & State

St. Cloud, MN

Name

Jessica Kartzinel

City & State

Las Vegas, NV

Name

Julia Kasberg

City & State

San Angelo, TX

Name

Jason Katz

City & State

New York, NY

Name

Andrew Kauth

City & State

Denver, CO

Name

Mark Kaye

City & State

Houston, TX

Name

Tiffany Kellner

City & State

Dayton, OH

Name

Mike Kemp

City & State

Roanoke, VA

Name

Todd Kennedy

City & State

North Atlanta, GA

Name

Mark Kever

City & State

Andrews, TX

Name

Leonard Kichler

City & State

Pepper Pike, OH

Name

Solomon Kilgroe

City & State

St. Petersburg, FL

Name

Mark King

City & State

Atlanta, GA

Name

Bud King

City & State

St. Louis, MO

Name

Kevin King

City & State

Chattanooga, TN

Name

Kent Kirby

City & State

Nashville, TN

Name

Jonathan Kleiman

City & State

Melville, NY

Name

Daniel Kleinschuster

City & State

Richmond, VA

Name

Drew Kliber

City & State

Missoula, MT

Name

Jeffrey Kobernick

City & State

New York, NY

Name

Alexander Kohn

City & State

New York, NY

Name

Aaron Kohn

City & State

Lake Oswego, OR

Name

Sergio Kokubo

City & State

New York, NY

Name

Ira Kravitz

City & State

Andrews, TX

Name

Robert Krenz

City & State

Akron, OH

Name

Karl Kreshpane

City & State

Paramus, NJ

Name

Matthew Kroin

City & State

Melville, NY

Name

Jacque Kuchta

City & State

New Orleans, LA

Name

Name

City & State

City & State

Name

Marc Laborde

City & State

Houston, TX

Name

Kathleen Lach

City & State

Upper Arlington, OH

Name

Brian Lacks

City & State

Melville, NY

Name

Alexander Ladage

City & State

Austin, TX 

Name

Victor Lam

City & State

Portland, OR

Name

John Landers

City & State

Houston, TX

Name

Edward Lang

City & State

Portland, OR

Name

Michael Lappin

City & State

Raleigh, NC

Name

Matthew Lasko

City & State

Dallas, TX

Name

Michael Lau

City & State

Troy, MI

Name

Leslie Lauer

City & State

Atlanta, GA

Name

Andrew Le

City & State

Menlo Park, CA

Name

Darren Lederfine

City & State

Minneapolis, MN

Name

Michael Lee

City & State

Greenville, SC

Name

Paul Lee

City & State

Barrington, IL

Name

Ed Levin

City & State

Newport Center, CA

Name

David Levine

City & State

Greenwich, CT

Name

Noah Levine

City & State

Park City, UT

Name

Marc Levitt

City & State

New York, NY

Name

Adrian Levsky

City & State

Springfield, MA

Name

Daniel Lewin

City & State

Boston, MA

Name

Paul Lewis

City & State

New York, NY

Name

Courtney Liddy

City & State

San Diego, CA

Name

Nelson Link

City & State

Roanoke, VA

Name

Thomas Lips

City & State

Hartford, CT

Name

Jana Lisle Parham

City & State

Nashville, TN

Name

Thomas Little

City & State

Everett, WA

Name

Thomas Livaccari

City & State

New York, NY

Name

Elizabeth Lockwood

City & State

Houston, TX

Name

Rod Loewenthal

City & State

Northbrook, IL

Name

Ryan Long

City & State

Dallas, TX

Name

William Lovett

City & State

Charlotte, NC

Name

James Lowden

City & State

Pittsburgh, PA

Name

Carlos Lowell

City & State

Coral Gables, FL 

Name

Brian Lowenthal

City & State

Palm Beach, FL

Name

Travis Luebbehusen

City & State

Chesterfield, MO

Name

Ann Lutz

City & State

Cleveland, OH

Name

John Lynn

City & State

Memphis, TN

Name

James Lynn

City & State

Providence, RI

Name

David Mack

City & State

Mount Laurel, NJ

Name

David Maher

City & State

Cleveland, OH

Name

James Mahoney

City & State

Palm Beach Gardens, FL

Name

Thomas Mahoney

City & State

Los Angeles, CA

Name

Paul Makris

City & State

Concord, NH

Name

Christopher Malof

City & State

Buffalo, NY

Name

Jay Maltby

City & State

Chicago, IL 

Name

Carol Mani Johnston

City & State

San Antonio, TX

Name

Thomas Mantione

City & State

Stamford, CT

Name

Richard Marcatos

City & State

Clearwater, FL

Name

Gregory Marcus

City & State

Washington, DC

Name

Ashley Martella

City & State

Hartford, CT

Name

Alexander Martinelli

City & State

Boston, MA

Name

Tyler Massey

City & State

Washington, DC

Name

Joseph Matina

City & State

Short Hills, NJ

Name

Nancy Matta

City & State

New York, NY

Name

Michael Matthews

City & State

Memphis, TN

Name

Michael Matthews

City & State

Bellevue, WA

Name

David Mattia

City & State

Rochester, NY

Name

Nicholas Maurillo

City & State

Ft. Myers, FL 

Name

Brandon Mazur

City & State

Bethesda, MD

Name

Owen McBride

City & State

Cleveland, OH

Name

Patrick McCarthy

City & State

Leawood, KS

Name

Alli McCartney

City & State

New York, NY

Name

Ryan McClellan

City & State

Los Angeles, CA

Name

Bryan McCollam

City & State

Los Gatos, CA

Name

Christopher McCormick

City & State

Chicago, IL

Name

Scott McDonald

City & State

Chattanooga, TN

Name

Gregory McDonald

City & State

Midland, TX

Name

Peter McFarland

City & State

Lexington, KY

Name

Christine McGinley

City & State

Mount Laurel, NJ

Name

Gerald McGinley

City & State

New York, NY

Name

Tyler McKean

City & State

Toledo, OH

Name

Daniel McKenna

City & State

Rocky River, OH

Name

Diane McMinds

City & State

Napa, CA

Name

Jeremy McPherson

City & State

Charlotte, NC

Name

David McQuade

City & State

Ft. Myers, FL 

Name

James Mead

City & State

Portland, OR

Name

Scott Meador

City & State

White Plains, NY

Name

Rob Meenan

City & State

New York, NY

Name

Manish Mehta

City & State

Orlando, FL

Name

Keith Mericka

City & State

Atlanta, GA

Name

Araya Mesfin

City & State

North Atlanta, GA

Name

Robert Metcalf

City & State

Minneapolis, MN

Name

Joseph Michel

City & State

Midland, TX

Name

Edward Miller

City & State

Atlanta, GA

Name

Travis Miller

City & State

Birmingham, MI 

Name

David Miller

City & State

Reno, NV

Name

Ben Minor

City & State

Southpointe, PA

Name

Glen Mintz

City & State

Park City, UT

Name

Bruno Miranda

City & State

Coral Gables, FL

Name

Timothy Mistry

City & State

Plymouth, MI

Name

Pamela Mitchell

City & State

Naples, FL

Name

Barry Mitchell, Jr.

City & State

White Plains, NY

Name

Linda Modico

City & State

New York, NY

Name

Heather Molin

City & State

Short Hills, NJ

Name

Anthony Mona

City & State

Farmington Hills, MI

Name

Paul Monacelli

City & State

Troy, MI

Name

John Montgomery

City & State

Atlanta, GA

Name

John Mooney

City & State

Pepper Pike, OH

Name

Lechelle Moore

City & State

Nashville, TN

Name

Frank Moore

City & State

Greenwich, CT

Name

Warner Moore

City & State

Washington, DC

Name

Thomas Moore

City & State

Phoenix, AZ

Name

Kevin Moran

City & State

Charlotte, NC

Name

Bill Mosby

City & State

Jackson, MS

Name

Michael Muehr

City & State

Mclean, VA

Name

Gregory J. Mulligan

City & State

New York, NY

Name

Matthew Murphy

City & State

Montgomery, AL

Name

William Murphy

City & State

Cleveland, OH

Name

Jonathan Murray

City & State

Hunt Valley, MD

Name

Angela Mwanza

City & State

New York, NY

Name

Edmund Nasief

City & State

Louisville, KY

Name

John Neff

City & State

Austin, TX

Name

Betsy Nelson

City & State

Chicago, IL 

Name

Fardin Nematollahi

City & State

Mclean, VA

Name

James New

City & State

New York, NY

Name

Zack Newby

City & State

Oklahoma City, OK 

Name

Angeline Newman

City & State

Florham Park, NJ

Name

Matthew Nikodym

City & State

St. Cloud, MN

Name

Christopher Niles

City & State

Ft. Lauderdale, FL

Name

Philip Ochs IV

City & State

Kenwood, OH

Name

Frank Oddo

City & State

Chicago, IL

Name

Charles Oddo

City & State

Melville, NY

Name

Christopher Ohmstede

City & State

Beaumont, TX

Name

Kevin O'Leary

City & State

New York, NY

Name

Lee Oleinick

City & State

Shadyside, PA

Name

Leonardo Oliveria

City & State

Coral Gables, FL

Name

Christiane Olsen

City & State

New York, NY

Name

Shelley Olson-Iusardi

City & State

Worcester, MA

Name

James Orr

City & State

Menlo Park, CA

Name

Philip O'Shea

City & State

New York, NY

Name

Stacy Oster

City & State

Bellevue, WA

Name

Ali Panahpour

City & State

Lake Oswego, OR

Name

Kenneth Parham

City & State

Greenville, SC

Name

Richard Park

City & State

Chattanooga, TN

Name

Stephen Park

City & State

Mclean, VA

Name

Samantha Parker Hopkins

City & State

North Tampa, FL

Name

Sharon Paul

City & State

New York, NY

Name

Andrew Payne

City & State

Hartford, CT

Name

Maxwell Peckler

City & State

Boston, MA

Name

Michael Peirce

City & State

Salt Lake City, UT

Name

James Perez

City & State

Ft. Lauderdale, FL

Name

Todd Perry

City & State

Short Hills, NJ

Name

Andrew Perry

City & State

Short Hills, NJ

Name

Daniel Pessy

City & State

Pittsburgh, PA

Name

Donald Peterson

City & State

Dallas, TX

Name

John Petika

City & State

Clearwater, FL

Name

Chrisotpher Pfaff

City & State

Chicago, IL

Name

Jan Pickle

City & State

Austin, TX

Name

Fred Pierce

City & State

Florham Park, NJ

Name

Ricardo Pintado Caravita di Sirignano

City & State

New York, NY

Name

William Platt

City & State

New York, NY

Name

Philip Plotnick

City & State

Conshohocken, PA

Name

Andrew Plum

City & State

Palm Beach, FL

Name

Thomas Podmajersky

City & State

Newport Center, CA

Name

Michael Poppo

City & State

New York, NY

Name

James Porea

City & State

Toledo, OH

Name

Barry Porter

City & State

Newport Center, CA

Name

Travis Propst

City & State

Atlanta, GA

Name

Xi Qiao

City & State

San Francisco, CA

Name

Christopher Radici

City & State

La Jolla, CA

Name

Kenneth Raskin

City & State

Minneapolis, MN

Name

Timothy Rauwald

City & State

Chapel Hill, NC

Name

Bradley Ray

City & State

New York, NY

Name

Renato Reali

City & State

New York, NY

Name

Mark Rethlake

City & State

Minneapolis, MN

Name

James Reynolds

City & State

Chattanooga, TN

Name

Brett Rhode

City & State

Conshohocken, PA

Name

Steve Rice

City & State

Birmingham, AL

Name

Thomas Rice

City & State

Northbrook, IL

Name

Bonnie Richards

City & State

New York, NY

Name

Shelley Richardson

City & State

Los Gatos, CA

Name

Jack Riley

City & State

Warren, NJ

Name

James Rimmel

City & State

Pittsburgh, PA

Name

Ken Rinehart

City & State

Kenwood, OH

Name

Barry Ringelheim

City & State

Garden City, NY

Name

Seth Ripple

City & State

Aventura, FL

Name

Jose Rivera

City & State

New York, NY

Name

Karen Robbins

City & State

Newtown, PA

Name

Douglas Robbins

City & State

Marin County, CA

Name

Bradley Roberts

City & State

Atlanta, GA

Name

Falls Robinson

City & State

Memphis, TN

Name

Jessey Rodriquez

City & State

Newport Center, CA

Name

William Rose

City & State

New York, NY

Name

David Rosegarten

City & State

New York, NY

Name

Peter Rosenthal

City & State

Jericho, NY

Name

Adam Rosenthal

City & State

New York, NY

Name

Daniel Rothenberg

City & State

Los Angeles, CA

Name

Steven Rothman

City & State

Red Bank, NJ

Name

Herbert Rottenberg

City & State

Florham Park, NJ

Name

Jon Roy

City & State

New York, NY

Name

William Royer

City & State

Billings, MT

Name

Emily Rubin

City & State

New York, NY

Name

Modesto Ruggiero

City & State

Cleveland, OH

Name

Peter Rukeyser

City & State

New York, NY

Name

Anthony Rundella

City & State

New York, NY

Name

Kevin Ryan

City & State

Rocky River, OH

Name

Name

City & State

City & State

Name

Sam Sabaugh

City & State

Leawood, KS

Name

Frank Sabia

City & State

White Plains, NY

Name

Nick Sadowsky

City & State

Aventura, FL 

Name

Sharon Sager

City & State

New York, NY

Name

David Saltzman

City & State

Alpharetta, GA

Name

Jennifer Sampson

City & State

Tyler, TX

Name

Lee Samson

City & State

New York, NY

Name

Federico Sanchez

City & State

Miami, FL

Name

Juan Sandoval

City & State

Charlotte, NC

Name

Brian Sauer

City & State

Houston, TX

Name

Allen Saunders

City & State

New York, NY

Name

David Savetz

City & State

Melville, NY

Name

Sara Saxe

City & State

Menlo Park, CA

Name

Stephen Schaefer

City & State

Coral Gables, FL

Name

Steven Scher

City & State

Boston, MA

Name

James Schillaci

City & State

Indianapolis, IN

Name

Brian Schiller

City & State

New York, NY

Name

Joseph Schirripa

City & State

Beverly Hills, CA

Name

Larry Schnaid

City & State

Century City, CA

Name

William Schoff

City & State

Rochester, NY

Name

Todd Schroeder

City & State

Lake Oswego, OR

Name

Steven Schultz

City & State

Phoenix, AZ

Name

Daniel Schwartz

City & State

Paramus, NJ

Name

Lynne Sebastian

City & State

Newport Center, CA 

Name

Robert Sechan

City & State

New York, NY

Name

Gregory Segal

City & State

Denver, CO

Name

Pamela Segal Rhodes

City & State

Miami, FL

Name

Jeremy Seidman

City & State

Boston, MA

Name

David Selig

City & State

Century City, CA

Name

Andrew Shantz

City & State

Stamford, CT

Name

Kenneth Shapiro

City & State

New York, NY

Name

L. Marc Shegoski

City & State

Princeton, NJ

Name

Timothy Shelton

City & State

Plymouth, MI

Name

Keith Sheppard

City & State

Portland, OR

Name

Kellie Sheryak

City & State

Louisville, KY

Name

Daniel Shiu

City & State

Honolulu, HI

Name

Jeremy Shull

City & State

Chicago, IL

Name

Shawn Simmons

City & State

Kenwood, OH

Name

Katerina Simonetti

City & State

Philadelphia, PA

Name

Samuel Sinclair

City & State

Boston, MA

Name

Timothy Skelton

City & State

Indianapolis, IN

Name

George Skonberg

City & State

Chattanooga, TN

Name

Scott Slavik

City & State

Westlake, OH

Name

James Small

City & State

Las Vegas, NV

Name

Tony Smith

City & State

Liberty Park, AL

Name

Gary Smith

City & State

Kansas City, MO

Name

Thomas Smith

City & State

Palm Beach Gardens, FL

Name

William Smith

City & State

Raleigh, NC

Name

Lawrence Smith

City & State

Brea, CA

Name

David Smith

City & State

Dallas, TX

Name

Sharon Snowden

City & State

Houston, TX

Name

John Sofranko

City & State

Sewickley, PA

Name

Rebecca Sorensen

City & State

Birmingham, MI 

Name

Alan Spierer

City & State

Westfield, NJ

Name

Harlan Spinner

City & State

Los Angeles, CA

Name

James Spooner

City & State

West Des Moines, IA

Name

Scott Stackman

City & State

New York, NY

Name

Thomas M. Stadum

City & State

Fargo, ND

Name

Todd Starkey

City & State

Melbourne, FL

Name

Bryan Stephens

City & State

New York, NY

Name

Jason Stephens

City & State

Naples, FL

Name

Roger Stephens

City & State

Los Angeles, CA

Name

Brett Stone

City & State

Denver, CO 

Name

Jared Stricklin

City & State

Kansas City, MO 

Name

Peter Strope

City & State

Southpointe, PA

Name

Gino Stumpo

City & State

Seal Beach, CA

Name

William Sullivan

City & State

Boston, MA

Name

Jeffrey Swett

City & State

Boston, MA

Name

Robert Swiller

City & State

Minneapolis, MN

Name

Mark Switow

City & State

Louisville, KY

Name

Erik Syverson

City & State

Sioux Falls, SD

Name

Makram Talia

City & State

Farmington Hills, MI

Name

Brian Tarquinio

City & State

Shadyside, PA

Name

James Taylor

City & State

Boston, MA

Name

Charles Temel

City & State

New York, NY

Name

Michael Theilmann

City & State

Wayzata, MN

Name

Jason Therrell

City & State

Everett, WA

Name

Adam Thomas

City & State

Atlanta, GA

Name

Derek Thompson

City & State

Stamford, CT

Name

Michael Thompson

City & State

Irvine, CA

Name

Earl Thompson

City & State

San Diego, CA

Name

Conley Thornill

City & State

Winter Haven, FL

Name

Michael Tidik

City & State

Pasadena, CA

Name

Paul Toby

City & State

Troy, MI

Name

Daniel Torbeck

City & State

Kenwood, OH

Name

Michael Treinen

City & State

Boise, ID

Name

R. Stephen Trudeau

City & State

Birmingham, MI 

Name

Matt Tucker

City & State

Kansas City, MO 

Name

Langston Turner

City & State

Houston, TX

Name

Michael Tusing

City & State

Chesterfield, MO

Name

Donald Tynion II

City & State

Burlington, VT

Name

Thomas Unger

City & State

Kenwood, OH

Name

Todd Urowsky

City & State

North Atlanta, GA

Name

David Uva

City & State

Boston, MA

Name

Camille Valentine

City & State

Boston, MA

Name

David Van Acker

City & State

Westlake Village, CA

Name

Emily Van Hoorickx

City & State

San Jose, CA

Name

Shane Van Horn

City & State

Alpharetta, GA

Name

Paul Vanden Heuvel

City & State

Chicago, IL

Name

Brenda Vanderslice

City & State

Memphis, TN

Name

Alexandra Van Meurs

City & State

Houston, TX

Name

Scott Vehslage

City & State

Andrews, TX

Name

Ed Ventrice

City & State

Boca Raton, FL

Name

Artur Ventura Ferreira

City & State

New York, NY

Name

Sherry Verburgt

City & State

Houston, TX

Name

Monish Verma

City & State

Farmington Hills, MI

Name

Jon Vigi

City & State

Birmingham, MI 

Name

Paul Vigue

City & State

New York, NY

Name

Roderick von Lipsey

City & State

Washington, D.C.

Name

Todd Vralsted

City & State

Billings, MT

Name

Roger Wacker

City & State

Los Angeles, CA

Name

Ira Walker

City & State

Red Bank, NJ

Name

Benjamin Walker

City & State

Nashville, TN

Name

Kalyn Walker

City & State

Carmel Valley, CA

Name

Kevin Wang

City & State

Boise, ID

Name

Ginger Ward

City & State

Montchanin, DE

Name

David Warren

City & State

New York, NY

Name

Scott Weber

City & State

Palm Beach, FL

Name

Russell Weber

City & State

Hunt Valley, MD

Name

Jeffrey Weiler

City & State

Portland, OR

Name

Michael Weinberg

City & State

Miami, FL

Name

Martin Weinberg

City & State

Las Vegas, NV

Name

Everett Weinberger

City & State

New York, NY

Name

Laura Wellon

City & State

Atlanta, GA

Name

Brian Wells

City & State

Boston, MA

Name

Thomas Wentling

City & State

Shadyside, PA

Name

Michael Wetrick

City & State

Sioux Falls, SD

Name

Paul Wexler

City & State

Melville, NY

Name

Troy Wiebler

City & State

Wayzata, MN

Name

Luke Wiley

City & State

Kenwood, OH

Name

Mark Wilkins

City & State

St. Louis, MO

Name

Tad Willenbrock

City & State

Denver, CO

Name

Jacqueline Willens

City & State

New York, NY

Name

Robert Williams

City & State

Manchester, NH

Name

Alexander Williams

City & State

New York, NY

Name

Jay Williams

City & State

Memphis, TN

Name

Drew Williamson

City & State

Oklahoma City, OK

Name

Carol Wilshire

City & State

Los Angeles, CA

Name

Jimmy Wilson

City & State

Atlanta, GA 

Name

Russ Wilson

City & State

Knoxville, TN

Name

William Wilson, II

City & State

San Francisco, CA

Name

Hardy Winburn

City & State

Little Rock, AR

Name

Rosemary Windschitl

City & State

St. Cloud, MN

Name

Michael Winn

City & State

Boston, MA 

Name

Kenneth Witover

City & State

New York, NY

Name

Eric Wittenberg

City & State

New York, NY

Name

Hunter Wolbach

City & State

Kansas City, MO

Name

Thomas Wood

City & State

Boston, MA

Name

Ross Woodring

City & State

Lafayette, LA

Name

Andrew Worthington

City & State

Hartford, CT

Name

Shlomi Yedid

City & State

New York, NY

Name

Gary Young

City & State

Cleveland, OH

Name

Kevin Young

City & State

Newtown, PA

Name

Kevin Young

City & State

Seattle, WA

Name

Andy Zager

City & State

Atlanta, GA

Name

Aric Zamel

City & State

Beverly Hills, CA

Name

Ron Zeitz

City & State

Mount Laurel, NJ

Name

Mark Zeller

City & State

New York, NY

Name

Scott Zelniker

City & State

New York, NY

Name

Joanne Zhong

City & State

San Francisco, CA

Name

Jason Zilveti

City & State

Scottsdale, AZ

Name

Michael Zinn

City & State

New York, NY

Name

Todd Ziogas

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 more than 50 regions and locations, with about 31% of its employees working in the Americas, 32% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 18% in Asia Pacific. UBS Group AG employs over 67,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).