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

First

Last

Last

Division

Division

Market

Market

Branch

Branch

First

Rich

Last

Abrams

Division

East

Market

NYC Central

Branch

NYC - 299 Park (NE)

First

Christopher

Last

Aitken

Division

PWM

Market

Southeast PWM

Branch

Ponte Vedra, FL PWM

First

Brian

Last

Bennett

Division

East

Market

1285

Branch

NYC - 1285 AOA (JG)

First

Rob

Last

Bertino

Division

PWM

Market

Texas Rockies PWM

Branch

Dallas PWM

First

Jonathan

Last

Beukelman

Division

PWM

Market

Midwest PWM

Branch

Lincoln PWM

First

Mark

Last

Binder

Division

PWM

Market

West Coast PWM

Branch

Los Angeles PWM

First

Andy

Last

Burish

Division

Central

Market

Chicago

Branch

Madison, WI

First

Craig

Last

Chiate

Division

PWM

Market

West Coast PWM

Branch

Los Angeles PWM

First

Melissa

Last

Corrado Harrison

Division

PWM

Market

Texas Rockies PWM

Branch

Denver PWM

First

Charles

Last

Day

Division

PWM

Market

New York PWM

Branch

1285 AOA PWM

First

Sean

Last

Dillon

Division

East

Market

Greater New England

Branch

Boston, MA (PW)

First

Jason

Last

Dworak

Division

PWM

Market

Midwest PWM

Branch

Lincoln PWM

First

David

Last

Ellis III

Division

PWM

Market

Midwest PWM

Branch

Cincinnati PWM

First

Adam

Last

Epstein

Division

PWM

Market

New York PWM

Branch

New York PWM

First

Chris

Last

Errico

Division

PWM

Market

New York PWM

Branch

New York PWM

First

Mark

Last

Fendrick

Division

East

Market

Pennsylvania Southern NJ

Branch

Mount Laurel, NJ

First

Drew

Last

Freides

Division

PWM

Market

West Coast PWM

Branch

Los Angeles PWM

First

Ghislain

Last

Gouraige

Division

PWM

Market

Southeast PWM

Branch

Coral Gables PWM

First

Bill

Last

Greco

Division

East

Market

Central NE NY State

Branch

Hartford, CT (HG)

First

Louise

Last

Gunderson

Division

PWM

Market

New York PWM

Branch

1285 AOA PWM

First

Martin

Last

Halbfinger

Division

East

Market

NYC Central

Branch

NYC - 299 Park (NE)

First

Terri

Last

Jacobsen

Division

PWM

Market

Northeast PWM

Branch

Stamford PWM

First

Michael

Last

Kanigher

Division

PWM

Market

West Coast PWM

Branch

Los Angeles PWM

First

Jason

Last

Katz

Division

East

Market

1285

Branch

NYC - 1285 AOA (JG)

First

Bud

Last

King

Division

PWM

Market

Midwest PWM

Branch

St. Louis PWM

First

Kent

Last

Kirby

Division

PWM

Market

Southeast PWM

Branch

Nashville PWM

First

Jeff

Last

Kobernick

Division

PWM

Market

New York PWM

Branch

New York PWM

First

Ira

Last

Kravitz

Division

West

Market

North Texas

Branch

Plano, TX (PE)

First

Joseph

Last

Matina

Division

PWM

Market

New York PWM

Branch

Short Hills PWM

First

Michael

Last

Matthews

Division

PWM

Market

West Coast PWM

Branch

Bellevue PWM

First

Keith

Last

Mericka

Division

PWM

Market

Southeast PWM

Branch

Atlanta PWM

First

Robert

Last

Metcalf

Division

PWM

Market

Midwest PWM

Branch

Minneapolis PWM

First

John

Last

Montgomery

Division

PWM

Market

Southeast PWM

Branch

Atlanta PWM

First

Mark

Last

Moore

Division

PWM

Market

Texas Rockies PWM

Branch

Austin PWM

First

Jonathan

Last

Murray

Division

East

Market

Mid Atlantic

Branch

Hunt Valley, MD

First

Christiane

Last

Olsen

Division

PWM

Market

New York PWM

Branch

1285 AOA PWM

First

Max

Last

Peckler

Division

East

Market

Greater New England

Branch

Boston, MA (PW)

First

Michael

Last

Poppo

Division

East

Market

NYC Central

Branch

NYC - 1251 AOA (WE)

First

Emily

Last

Rubin

Division

East

Market

NYC Central

Branch

NYC - 299 Park (NE)

First

Peter

Last

Rukeyser

Division

PWM

Market

New York PWM

Branch

New York PWM

First

Steven

Last

Schultz

Division

West

Market

Desert Mountain

Branch

Phoenix, AZ

First

Daniel

Last

Schwartz

Division

PWM

Market

New York PWM

Branch

Paramus PWM

First

Robert

Last

Sechan

Division

PWM

Market

New York PWM

Branch

New York PWM

First

Scott

Last

Stackman

Division

PWM

Market

New York PWM

Branch

New York PWM

First

Jason

Last

Stephens

Division

PWM

Market

Southeast PWM

Branch

Naples PWM

First

William

Last

Sullivan

Division

PWM

Market

Northeast PWM

Branch

Boston PWM

First

Roger

Last

Wacker

Division

PWM

Market

West Coast PWM

Branch

Los Angeles PWM

First

Ira

Last

Walker

Division

PWM

Market

New York PWM

Branch

Red Bank PWM

First

Jacqueline

Last

Willens

Division

East

Market

1285

Branch

NYC - 1285 AOA (EX)

First

Alex

Last

Williams

Division

PWM

Market

New York PWM

Branch

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