New York, February 12, 2021 – UBS is proud to announce that for the second year running, nine of its Financial Advisors rank in Financial Planning’s2021 "Top 40 Advisors Under 40" list.
Each year, Financial Planning recognizes the accomplishments of an elite cohort of young advisors employed by wirehouses and regional broker-dealers. This year, once again, nine UBS Financial Advisors from across the country were ranked in the list, with four retaining their 2020 ranking.
“Congratulations to all of our UBS Financial Advisors who were recognized by Financial Planning,” said Jason Chandler, Head Wealth Management USA. These advisors represent some of the best at our firm, and in the industry, and I look forward to their continued success.”
Finalists for the list had to be younger than 40 as of December 31, 2020.
The UBS Financial Advisors in this year’s list are:
Name | Name | Market | Market | Branch | Branch |
|---|---|---|---|---|---|
Name | Alex Court | Market | UBS-I New York | Branch | UBS-I New York |
Name | Paul Dolcimascolo | Market | Southeast PWM | Branch | Tampa PWM |
Name | Franco Estrada-Velasco* | Market | UBS-I Coral Gables | Branch | UBS-I San Juan |
Name | Nicholas Francia | Market | Washington D.C. | Branch | Washington D.C. |
Name | Andrew Kahner* | Market | NYC Central | Branch | NYC - 1251 AoA |
Name | James Mahoney* | Market | South Florida | Branch | Palm Beach Gardens, FL |
Name | Carryn McLaughlin | Market | New York PWM | Branch | 200 Park NY PWM |
Name | Xi Qiao* ** | Market | Northern California | Branch | San Francisco, CA |
Name | Chris Shukie | Market | Greater New England | Branch | Boston, MA |
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. Private Wealth Management is a division within UBS Financial Services Inc.
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 30% of its employees working in the Americas, 31% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 20% in Asia Pacific. UBS Group AG employs over 68,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
Media Contact:
Huw Williams
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