New York, April 27 - Forbes/SHOOK recently released the 2020 "Top Women Wealth Advisors" ranking, with 157 UBS colleagues among the list of 1,000 FAs across the US.
The Forbes/SHOOK ranking rates thousands of wealth Advisors with a minimum of seven years of experience and weighs factors such as revenue trends, assets under management, compliance records and industry experience.
The 1,000 women on the 2020 list manage nearly $920 billion in client assets, and nearly one-in-five manage at least $1 billion. Our very own Louise Gunderson ranks eighth on the list, with many of our other Advisors ranking in the top 30.
Teri Conklin, a UBS Advisor in Northbrook, Illinois, spoke to Forbes about her own experience in the industry. “I was working in an environment with many men and there weren't a lot of me. I was a competitive swimmer and I realized that I was in a team sport, but as an individual, I set my own personal goals. I just applied the same principles.”
To see which of our other Advisors were honored, check out this year’s list below, and locate their websites to learn more about their businesses.
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| Final List Makers | Final List Makers |
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|---|---|---|---|---|---|---|---|---|---|---|---|
First Name | Last Name | 2020 | 2019 | 2018 | Branch | ||||||
Sharon | Alleman | X |
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| Hartford, CT (Ha) | ||||||
Lorraine | Allemand | X |
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| The Woodlands, TX | ||||||
Madeleine | Antekelian | X |
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| Beverly Hills, CA | ||||||
Aida | Babayan | X |
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| Pasadena, CA | ||||||
Susan | Bailey | X | X | X | Scottsdale, AZ (Ga) | ||||||
Laurie | Barry | X |
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| Chicago, IL (Cg) | ||||||
Laura | Belo | X | X | X | San Francisco , CA (Fg) | ||||||
Eileen | Berman | X | X | X | Palm Beach PWM | ||||||
Andrea | Bevis | X |
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| Boston PWM | ||||||
Jacqueline | Bianco | X |
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| 1285 AoA PWM | ||||||
Kristin | Bloom | X |
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| Westport, CT | ||||||
Jill | Bobigan | X |
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| NYC - 299 Park (Ne) | ||||||
Nena | Brackett | X |
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| Houston, TX (Ug - Galleria) | ||||||
Karen | Breed | X |
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| Kenwood, Oh (Wl) | ||||||
Carolann | Brown | X |
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| Providence, RI | ||||||
Michele | Burch-Lippincott | X |
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| Hunt Valley, MD | ||||||
Kathleen | Burns | X |
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| Pasadena, CA | ||||||
Angela | Calvin | X |
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| North Atlanta, GA | ||||||
Maria | Cardenas | X |
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| UBS-I Coral Gables | ||||||
Caroline | Chahalis | X |
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| Montchanin, DE | ||||||
Emily | Chan | X |
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| San Francisco, CA (Fn) | ||||||
Lisa | Chapman | X | X | X | Seal Beach, CA | ||||||
Daphne | Chi | X |
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| UBS-I San Francisco | ||||||
May | Chong | X |
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| UBS-I Southern California | ||||||
Pauline | Chu | X |
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| UBS-I San Francisco | ||||||
Victoria | Clark | X |
| X | NYC - 1285 AoA (Ku) | ||||||
Judy | Colvin | X |
| X | Menlo Park, CA | ||||||
Teri | Conklin | X | X | X | Northbrook, IL | ||||||
Paula | Connell | X | X | X | Paducah, KY | ||||||
Melissa | Corrado Harrison | X | X | X | Denver PWM | ||||||
Sandra | Cunningham | X |
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| Washington, DC | ||||||
Lori | Daffron | X | X | X | Santa Barbara, CA | ||||||
Sandra | Dalton | X | X | X | Boise, ID | ||||||
Tracy | Dellomo | X |
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| Jericho, NY | ||||||
Kathleen | DeMarco | X |
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| New York Intl Group | ||||||
Melinda | Diehl-Carmichael | X |
| X | Pasadena, CA | ||||||
Rosemarie | Dios | X |
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| Southampton, NY | ||||||
Ileana | Dominguez | X |
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| Las Vegas, NV (Ye-Gr.Valley) | ||||||
Carla | Donina | X |
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| Chattanooga, TN | ||||||
Leah | Dubberly | X |
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| Montgomery, AL | ||||||
Elizabeth | Engelmann | X |
| X | Bloomington, MN | ||||||
Kathleen | Entwistle | X | X | X | Paramus PWM | ||||||
Rebecca | Falk | X |
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| Wayzata, MN | ||||||
Lynn | Field | X |
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| St. Paul, Mn (7C) | ||||||
Melissa | Fierman | X |
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| Aventura FL PWM | ||||||
Renee | Fourcade | X | X | X | Century City, CA | ||||||
Judy | Fredrickson | X | X | X | Minneapolis PWM | ||||||
Lynn | Fryckberg | X |
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| Mount Laurel, NJ | ||||||
Panfang | Fu | X |
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| Newport Center, CA (Uj) | ||||||
Elaine | Gampel | X |
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| Denver, CO (Ab) | ||||||
Lisanne | Glew | X |
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| Plano, TX (Pe) | ||||||
Joanne | Gordon | X |
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| Santa Barbara, CA | ||||||
Rachel | Gottlieb | X | X | X | NYC - 299 Park (Ne) | ||||||
Louise | Gunderson | X | X | X | NYC - 1285 AoA (Jg) | ||||||
Jessica | Guo | X | X |
| UBS-I - Wellesley | ||||||
Cynthia | Hansen | X |
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| Denver, CO (Dk - Tech) | ||||||
Diane | Hart | X | X |
| UBS-I Southern California | ||||||
Teresa | Hart | X |
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| Portland, OR (Ll) | ||||||
Kristin | Healy | X |
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| NYC - 200 Park (Ts) | ||||||
Karen | Heisler | X |
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| Northbrook, IL | ||||||
Holly | Hendrix | X | X | X | NYC - 299 Park (Ne) | ||||||
Wendy | Holmes | X | X |
| 1285 AoA PWM | ||||||
Teresa | Jacobsen | X | X | X | Stamford PWM | ||||||
Patricia | Johnson | X | X | X | Los Angeles PWM | ||||||
Deborah | Johnston | X |
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| Minneapolis, Mn (7A) | ||||||
Misty | Jones | X |
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| Napa, CA | ||||||
Jessica | Kartzinel | X |
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| Las Vegas, NV (Ye-Gr.Valley) | ||||||
Julia | Kasberg | X | X |
| San Angelo, TX | ||||||
Penelope | Keene | X |
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| Huntsville, AL | ||||||
Tiffany | Kellner | X |
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| Austin Landing (D2) | ||||||
Gail | Konstantin | X |
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| White Plains, NY | ||||||
Jennifer | Kraus | X |
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| NYC - 1285 AoA (Ku) | ||||||
Casey | Kriedman | X |
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| 200 Park NY PWM | ||||||
Karen | Kurrasch | X |
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| NYC - 299 Park (Ne) | ||||||
Kathleen | Lach | X |
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| Upper Arlington, OH | ||||||
Ashley | Laubach | X |
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| Orlando, FL | ||||||
Leslie | Lauer | X | X | X | Atlanta PWM | ||||||
Mary | Lauritano | X |
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| St. Petersburg, FL | ||||||
Amanda | Levi | X |
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| North Atlanta, GA | ||||||
Courtney | Liddy | X | X |
| San Diego, CA | ||||||
Jana | Lisle Parham | X | X | X | Nashville, TN (Vx) | ||||||
Cynthiea | Locala | X |
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| Akron, OH (Ar) | ||||||
Liz | Lockwood | X | X | X | Houston, TX (Pj - River Oaks) | ||||||
Ann | Lutz | X |
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| Cleveland, OH (Ld) | ||||||
Dana | Macaluso | X |
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| NYC - 1285 AoA (Jg) | ||||||
Megan | MacGowan | X |
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| Ft. Lauderdale, FL | ||||||
Alicia | Malcolm | X |
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| Buffalo, NY | ||||||
Carol | Mani Johnston | X |
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| San Antonio, TX | ||||||
Blythe | Manson | X |
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| Bellevue, WA (Kx) | ||||||
Sandra | Manzella | X |
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| Boston, MA (Pw) | ||||||
Nancy | Matta | X |
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| NYC - 200 Park (Ts) | ||||||
Caryl-Lyn | Mazullo | X |
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| Akron, OH (Ar) | ||||||
Alli | McCartney | X |
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| New York PWM | ||||||
Christine | McGinley | X | X | X | Mount Laurel, NJ | ||||||
Patricia | McGinty Kelley | X |
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| Westlake, OH | ||||||
Carryn | McLaughlin | X |
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| 200 Park NY PWM | ||||||
Diane | McMinds | X |
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| Napa, CA | ||||||
Joyce | Meyer | X |
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| Louisville, KY (Lv) | ||||||
Pam | Mitchell | X |
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| Naples, FL (Na) | ||||||
Linda | Modico | X | X |
| NYC - 299 Park (Ne) | ||||||
Lechelle | Moore | X |
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| Nashville, TN (Vx) | ||||||
Kara | Museler | X |
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| Providence, RI | ||||||
Angela | Mwanza | X |
| X | New York PWM | ||||||
Betsy | Nelson | X |
| X | Chicago PWM | ||||||
Angeline | Newman | X | X |
| Florham Park PWM | ||||||
Wendy | Nobles | X |
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| Beaumont, TX | ||||||
Christiane | Olsen | X |
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| 1285 AoA PWM | ||||||
Sherry | Olson-lusardi | X |
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| Worcester, MA | ||||||
Samantha | Parker Hopkins | X |
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| North Tampa, FL (Nb) | ||||||
Sharon | Paul | X | X | X | 1285 AoA PWM | ||||||
Jan | Pickle | X | X |
| Austin,TX (Aj - Downtown) | ||||||
Jennifer | Pope | X |
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| Scottsdale, AZ (Ga) | ||||||
Kelli | Puhl | X |
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| Wayzata, MN | ||||||
Xi | Qiao | X |
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| San Francisco , CA (Fg) | ||||||
Lee | Quenault | X |
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| Warren, NJ | ||||||
Whitney | Randolph | X |
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| Houston PWM | ||||||
Bonnie | Richards | X | X | X | New York PWM | ||||||
Shelley | Richardson | X | X | X | Los Gatos, CA | ||||||
Melissa | Riven Mirabile | X |
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| Albany, NY (Us) | ||||||
Karen | Robbins | X |
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| Newtown , PA | ||||||
Emily | Rubin | X | X | X | NYC - 299 Park (Ne) | ||||||
Sharon | Sager | X | X | X | New York PWM | ||||||
Jennifer | Sampson | X |
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| Tyler | ||||||
Ada | Saper | X |
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| NYC - 1285 AoA (Ku) | ||||||
Sara | Saxe | X | X | X | Menlo Park, CA | ||||||
Kristen | Scarpa Bissett | X |
| X | Palm Beach PWM | ||||||
Toria | Scotto | X |
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| Washington, DC | ||||||
Lynne | Sebastian | X |
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| Newport Center, CA (Uj) | ||||||
Pamela | Segal Rhodes | X | X |
| Miami, FL | ||||||
Leslie | Shenkler | X |
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| PRINCETON, NJ | ||||||
Kellie | Sheryak | X | X | X | Louisville PWM | ||||||
Katerina | Simonetti | X |
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| Philadelphia PWM | ||||||
Allison | Smoot | X |
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| Salt Lake City PWM | ||||||
Sharon | Snowden | X |
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| Houston, TX (Pj - River Oaks) | ||||||
Rebecca | Sorensen | X |
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| Birmingham, MI | ||||||
Linda | Stirling | X |
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| Sun Valley, ID | ||||||
Eileen | Stoner | X |
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| Lake Norman, NC | ||||||
Jennifer | Susco | X |
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| Pittsburgh, PA (Vp) | ||||||
Regina | Taras | X |
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| Jacksonville, FL | ||||||
Carla | Thompson | X |
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| Fort Worth, TX | ||||||
Theresa | Thorson | X |
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| Tucson, AZ | ||||||
Camille | Valentine | X | X | X | Boston, MA (Pw) | ||||||
Emily | Van Hoorickx | X | X | X | San Jose, CA | ||||||
Brenda | Vanderslice | X |
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| Memphis, TN (Mn) | ||||||
Alexandra | VanMeurs | X |
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| Houston, TX (Hs - Downtown) | ||||||
Sherry | Verburgt | X | X |
| Houston, TX (Pj - River Oaks) | ||||||
Kalyn | Walker | X |
| X | Los Angeles, CA (SS) | ||||||
Ginger | Ward | X |
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| Montchanin, DE | ||||||
Laura | Weiss | X |
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| Florham Park, NJ (Mw) | ||||||
Laura | Wellon | X | X | X | Atlanta, GA (Ax) | ||||||
Jackie | Willens | X | X | X | NYC - 1285 AoA (Ex) | ||||||
Carol | Wilshire | X | X | X | Los Angeles, CA (Ss) | ||||||
Rosemary | Windschitl | X |
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| St. Cloud, MN | ||||||
Kelly | Wittich | X |
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| Kenwood, OH (Wl) | ||||||
Limei | Yu | X |
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| Chicago, IL (5G) | ||||||
Joanne | Zhong | X | X |
| UBS-I San Francisco | ||||||
Janet | Ziegler | X |
|
| Mount Laurel, NJ | ||||||
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.
