New York, April 27 – Congratulations to the three UBS teams who were named to the Barron’s "Top 50 Institutional Consulting Teams" list in 2020. These colleagues focus on providing customized investment advice to institutional clients such as corporations, non-profits, endowments, foundations, hospitals, municipalities, unions, religious organizations, Native American entities and reserve funds.
UBS has a strong consulting business, with over 500 Consultants, including Senior Institutional Consultants, Senior Retirement Plan Consultants, Institutional Consultants, Retirement Plan Consultants and Endowment and Foundation Consultants, who consult to over $150 billion in assets.
"This year-over-year recognition is a testament to the leadership and focus of our Advisors to help organizations pursue their mission. Congratulations to my fellow colleagues for this achievement," said Mike McGovern, Head Corporate and Institutional Advisory Solutions, WM USA.
Jason Chandler, Head WM USA, added, "It is always great to see our Advisors continuing to succeed and be recognized for their drive to provide the best solutions to our institutional clients. Congratulations and thanks to each for their hard work on behalf of our clients, and for consistently setting a high standard for all of us."
Barron’s recently featured our Northwest UBS Institutional Consulting Group team, one of the country’s top-ranked institutional consultants, servicing 125 institutions with $29.8 billion under management. To find out how they’re providing a methodical and analytical approach to serving clients, especially during the COVID-19 pandemic, check out the sidebar.
Our UBS Advisors on this year's list:
Team Name | Team Name | Key Advisors | Key Advisors | City & State | City & State |
|---|---|---|---|---|---|
Team Name | UBS Institutional Consulting, Atlanta | Key Advisors | Earle Dodd, Allen Wright, Kristi Thelen, Ray Vuicich, Scott Olsen, Harris Gignilliat, Van Price, Austin Dodd | City & State | Atlanta, GA |
Team Name | UBS Institutional Consulting, Northwest | Key Advisors | Shawn Hintz, Trent Sanden | City & State | Seattle, WA |
Team Name | Eisen-Sessa Group | Key Advisors | David Eisen, Charles (Chuck) E. Sessa Jr., Brian Kelley | City & State | Philadelphia, PA |
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.
