New York, April 29 – Barron’s recently released their 2020 “Top 50 Private Wealth Management/Advisory Teams” list and recognized seven teams at UBS.

This list is an annual ranking of wealth advisory teams that specialize in serving individuals and families. The teams are evaluated on a variety of factors, including their size and quality, their credentials, their community involvement and the resources they have at their disposal to serve their clients.

To see which teams at UBS were honored, see this year’s list below, and locate their websites to learn more about their businesses.


List Makers


Team Name

Key Partners




Katz Wealth Management

Jason Katz, Marc Green, Kenji Yoshikawa



NYC - 1285 AoA

Halbfinger Group

Martin Halbfinger, Clifford Stober, Douglas Summer



NYC - 299 Park

Errico Partners

R. Christopher Errico, Adam Galaburda, Sean T. Kilduff



New York PWM

Stackman Casriel Group

Scott Stackman, Lyle Casriel



New York PWM

Turnstone Wealth Management

Jeffrey Kobernick, Robert Sechan



New York PWM

ViewPoint Partners

Andrew Perry, Todd Perry, Sharon Sager



New York PWM

Freides Kanigher Westerman Group

Drew Freides, Michael Kanigher, Steven Westerman



Los Angeles PWM

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.