3 UBS FAs named to PLANADVISER's "Top 100 Retirement Plan Advisors" list

New York 22 Feb 2019, 16:30 Awards Recognition

    

New York, February 22 – PLANADVISER recently released their 2019 "Top 100 Retirement Plan Advisors" ranking and recognized three Financial Advisors at UBS.

To become eligible for this quantitative listing, Advisors must complete the annual PLANADVISER Retirement Plan Adviser Survey, fielded each September. Respondents are divided into categories for evaluation—these categories are defined by the number of advisers, plus support staff, in the practice.

To learn more about these esteemed Advisors, visit their websites below.

Name

City & State

Team Name

Category

Website

Ken Catanella

Philadelphia, PA

The Catanella Institutional Consulting Team

Small Teams With $1.7 Billion or More in Retirement Plan Assets Under Advisement

Link

Paul D'Aiutolo

Rochester, NY

D'Aiutolo Investment Consulting Group

Small Teams With $1.7 Billion or More in Retirement Plan Assets Under Advisement

Link

Bruce Lanser

Milwaukee, WI

UBS Retirement Plan Consulting Milwaukee

Small Teams With $1.7 Billion or More in Retirement Plan Assets Under Advisement

Link

Notes to Editors:

About UBS Wealth Management Americas

Wealth Management Americas is one of the leading wealth managers in the Americas in terms of Financial Advisor productivity and invested assets. Its business includes UBS’s domestic U. S. and Canadian wealth management businesses, as well as international business booked in the U.S. It provides a fully integrated set of wealth management solutions designed to address the needs of ultra high net worth and high net worth clients.

About UBS

UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. The operational structure of the Group is comprised of our Corporate Center and five business divisions: Wealth Management, Wealth Management Americas, Personal & Corporate Banking, Asset Management and the Investment Bank. UBS's strategy builds on the strengths of all of its businesses and focuses its efforts on areas in which it excels, while seeking to capitalize on the compelling growth prospects in the businesses and regions in which it operates, in order to generate attractive and sustainable returns for its shareholders. All of its businesses are capital-efficient and benefit from a strong competitive position in their targeted markets.

UBS is present in all major financial centers worldwide. It has offices in 54 countries, with about 34% of its employees working in the Americas, 35% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 13% in Asia Pacific. UBS Group AG employs approximately 60,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

Media Contact

For UBS Wealth Management Americas 
Peter Stack
peter.stack@ubs.com
Tel: 212-882-5692
Mobile: 917-836-9073