New York, April 23 – Barron’s recently released their 2020 “Top 100 Financial Advisors” list – the 17th edition – and recognized 12 UBS colleagues.

This list is an annual ranking of the 100 leading financial advisors from across the US and features some of the top practices at the industry's largest firms, as well as many of the best independent advisory teams.

Barron’s also featured Andy Burish, a Madison, Wisconsin-based UBS Advisor who manages $3.6 billion. On stock market plunges, Andy said, “After 37 years in the business, they’re not as scary as they used to be. I don’t overreact to them.”

Check out the article here.

To see which of our Advisors were honored, see this year’s list below.

Previous winners

Name

2020

2019

2018

Branch

Doug Braff

X

X

X

NYC - 1285 AoA

Andy Burish

X

X

X

Madison, WI

Chris Errico

X

X

X

New York PWM

Drew Freides

X

X

X

Los Angeles PWM

William Greco

X

X

X

Hartford, CT

Marty Halbfinger

X

X

X

NYC - 299 Park

Jason Katz

X

X

X

NYC - 1285 AoA

Louis Paster

X

X

X

Chicago, IL

Russ Rabito

X

X

X

1285 AoA PWM

Scott Stackman

X

X

X

New York PWM

Gary Tantleff

X

X

X

Warren, NJ

Paul Tashima

X

X

X

Chicago, IL

METHODOLOGY:

The Barron’s“Top 100 Financial Advisors” list criteria are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Portfolio performance is not a criterion because most advisors do not have audited track records. Neither UBS Financial Services Inc. or its employees pay a fee in exchange for these rankings.  Past performance is not a guarantee of future results. Barron’s is a registered trademark of Dow Jones & Co.

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's 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).

© UBS 2020. 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.