New York, July 24– Barron's recently released their 2020 "Top 100 Women Financial Advisors" ranking of advisors across the country who were nominated by their firms. This year, they recognized 13 Financial Advisors at UBS.
The Barron's ranking rates female financial advisors with a minimum of seven years of experience and one year with the current firm, as well as factors such as assets under management, generated revenues, year-over-year growth, and HR/compliance records. This year’s list includes a diverse group of female Advisors who “exhibit a willingness to strive to improve upon diversity efforts and do better overall—for themselves, their clients, and the world.”
“You’re a group of admired leaders, and I’m proud to be by your side on this journey to improve our clients’ lives and leave legacies that matter,” said Jason Chandler, Head Wealth Management USA. Angela Mwanza, co-founder of our Evergreen Wealth Management team in New York, also shared her thoughts with Barron’s about how the industry can become more diverse, saying “Deeds, not words, are key…if we’re not doing something practical…we are actually contributing to the system.”
Here are our Advisors who have been recognized on this year's list:
First Name | First Name | Last Name | Last Name | Branch | Branch | ||
|---|---|---|---|---|---|---|---|
First Name | Sonia | Last Name | Attkiss | sonia.attkiss@ubs.com | Branch | 1285 AOA (38) | |
First Name | Melissa | Last Name | Corrado Harrison | melissa.harrison@ubs.com | Branch | Denver PWM | |
First Name | Renee | Last Name | Fourcade | renee.fourcade@ubs.com | Branch | Century City, CA | |
First Name | Judy | Last Name | Fredrickson | judy.fredrickson@ubs.com | Branch | Minneapolis PWM | |
First Name | Louise | Last Name | Gunderson | louise.gunderson@ubs.com | Branch | 1285 AOA PWM | |
First Name | Teresa | Last Name | Jacobsen | terri.jacobsen@ubs.com | Branch | Stamford PWM | |
First Name | Leslie | Last Name | Lauer | leslie.lauer@ubs.com | Branch | Atlanta PWM | |
First Name | Christiane | Last Name | Olsen | christiane.olsen@ubs.com | Branch | 1285 AOA PWM | |
First Name | Xi | Last Name | Qiao | xi.qiao@ubs.com | Branch | San Francisco , CA | |
First Name | Emily | Last Name | Rubin | emily.rubin@ubs.com | Branch | NYC - 299 Park | |
First Name | Sharon | Last Name | Sager | sharon.sager@ubs.com | Branch | New York PWM | |
First Name | Emily | Last Name | Van Hoorickx | emily.vanhoorickx@ubs.com | Branch | San Jose, CA | |
First Name | Jacqueline | Last Name | Willens | jacqueline.willens@ubs.com | Branch | NYC - 1285 AOA |
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).
Media Contact
For UBS Global Wealth Management
Laura Hastings
Email
Tel: 212-882-5705
