New York, August 28 – Forbes/SHOOK recently released their 2020 "America's Top 250 Wealth Advisors” list and recognized 50 UBS Advisors– up from 40 Advisors in 2019. They were among 250 talented Advisors who represent the best minds of the wealth management industry. The Advisors on the 2020 list have a minimum of seven years’ experience, and factors such as revenue trends, assets under management, compliance records and industry experience are considered.

Forbes/SHOOK profiled UBS’s Jacqueline Willens, who has built a $900 million business over the course of nearly 30 years with Paine Webber and UBS. Prior to working at UBS, Jacqueline was an early childhood educator.While she recognizes that there are significantly fewer women represented in wealth management than in her previous profession, it has not dissuaded her from building her success.

Additionally, this year UBS has two Advisors featured in Forbes/SHOOK’s “America’s Top Wealth Advisors” top 10, including Christopher Errico at number three and Ira Walker at number nine.

The UBS Advisors on this year's list are shown below:

First

Last

Division

Market

Branch

Rich

Abrams

East

NYC Central

NYC - 299 Park (NE)

Christopher

Aitken

PWM

Southeast PWM

Ponte Vedra, FL PWM

Brian

Bennett

East

1285

NYC - 1285 AOA (JG)

Rob

Bertino

PWM

Texas Rockies PWM

Dallas PWM

Jonathan

Beukelman

PWM

Midwest PWM

Lincoln PWM

Mark

Binder

PWM

West Coast PWM

Los Angeles PWM

Andy

Burish

Central

Chicago

Madison, WI

Craig

Chiate

PWM

West Coast PWM

Los Angeles PWM

Melissa

Corrado Harrison

PWM

Texas Rockies PWM

Denver PWM

Charles

Day

PWM

New York PWM

1285 AOA PWM

Sean

Dillon

East

Greater New England

Boston, MA (PW)

Jason

Dworak

PWM

Midwest PWM

Lincoln PWM

David

Ellis III

PWM

Midwest PWM

Cincinnati PWM

Adam

Epstein

PWM

New York PWM

New York PWM

Chris

Errico

PWM

New York PWM

New York PWM

Mark

Fendrick

East

Pennsylvania Southern NJ

Mount Laurel, NJ

Drew

Freides

PWM

West Coast PWM

Los Angeles PWM

Ghislain

Gouraige

PWM

Southeast PWM

Coral Gables PWM

Bill

Greco

East

Central NE NY State

Hartford, CT (HG)

Louise

Gunderson

PWM

New York PWM

1285 AOA PWM

Martin

Halbfinger

East

NYC Central

NYC - 299 Park (NE)

Terri

Jacobsen

PWM

Northeast PWM

Stamford PWM

Michael

Kanigher

PWM

West Coast PWM

Los Angeles PWM

Jason

Katz

East

1285

NYC - 1285 AOA (JG)

Bud

King

PWM

Midwest PWM

St. Louis PWM

Kent

Kirby

PWM

Southeast PWM

Nashville PWM

Jeff

Kobernick

PWM

New York PWM

New York PWM

Ira

Kravitz

West

North Texas

Plano, TX (PE)

Joseph

Matina

PWM

New York PWM

Short Hills PWM

Michael

Matthews

PWM

West Coast PWM

Bellevue PWM

Keith

Mericka

PWM

Southeast PWM

Atlanta PWM

Robert

Metcalf

PWM

Midwest PWM

Minneapolis PWM

John

Montgomery

PWM

Southeast PWM

Atlanta PWM

Mark

Moore

PWM

Texas Rockies PWM

Austin PWM

Jonathan

Murray

East

Mid Atlantic

Hunt Valley, MD

Christiane

Olsen

PWM

New York PWM

1285 AOA PWM

Max

Peckler

East

Greater New England

Boston, MA (PW)

Michael

Poppo

East

NYC Central

NYC - 1251 AOA (WE)

Emily

Rubin

East

NYC Central

NYC - 299 Park (NE)

Peter

Rukeyser

PWM

New York PWM

New York PWM

Steven

Schultz

West

Desert Mountain

Phoenix, AZ

Daniel

Schwartz

PWM

New York PWM

Paramus PWM

Robert

Sechan

PWM

New York PWM

New York PWM

Scott

Stackman

PWM

New York PWM

New York PWM

Jason

Stephens

PWM

Southeast PWM

Naples PWM

William

Sullivan

PWM

Northeast PWM

Boston PWM

Roger

Wacker

PWM

West Coast PWM

Los Angeles PWM

Ira

Walker

PWM

New York PWM

Red Bank PWM

Jacqueline

Willens

East

1285

NYC - 1285 AOA (EX)

Alex

Williams

PWM

New York PWM

New York PWM

METHODOLOGY:

Forbes/SHOOK’s "America's Top 250 Wealth Advisors" criteria is based on quality of practice, industry experience, compliance record, assets under management, revenue and algorithm results by SHOOK Research. Neither UBS Financial Services Inc. nor its employees pay a fee in exchange for these ratings. Past performance is not an indication of future results.

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