469 UBS FAs named to Forbes' "Best-in-State Wealth Advisors" list

New York 25 Feb 2019, 20:59 Awards Recognition

    

New York, February 25 – Forbes announced its 2019 "Best-in-State Wealth Advisors" list, which spotlights over 3,000 top Advisors across the country who were nominated by their firms. This year, 469 Advisors made the second annual list – compared to 251 Advisors from a pool of 2,000 Advisors in 2018.

"By leveraging our firm's unmatched capabilities to help their clients understand and accomplish their goals, these men and women have distinguished themselves as industry leaders in their respective communities across the region," said Jason Chandler, Head WM USA. "This recognition of these Advisors' hard work and dedication to delivering an excellent client experience gives me great confidence in their ability to help our business achieve even greater success in the years to come."

To see which Advisors were honored, check out this year's list below and visit their websites to learn more.

Richard Abrams

New York, NY

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John Acker

Century City, CA

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Patrick Adams

Washington, D.C.

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Jason Adams

Bethesda, MD

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Mark Addessi

New York, NY

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John Adelman

New York, NY

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Christopher Aitken

Ponte Vedra, FL

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Robert Allred

Washington, D.C.

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Angelo Amitsis

Paramus, NJ

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Zak Ammirato

San Francisco, CA

 

Paul Anderson

Bethesda, MD

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Thomas Anderson

Los Gatos, CA

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Stephen Andres

San Francisco, CA

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Keith Apton

Washington, D.C.

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Benjamin Archer

Conshohocken, PA

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Bert Arrowood

Greenville, SC

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Sonia Attkiss

New York, NY

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James Axelson

Newport Beach, CA

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Susan Bailey

Scottsdale, AZ

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Frank Baldwin

La Jolla, CA

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Moshe Banin

Aventura, FL

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Chris Barra

Los Angeles, CA

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Michael Barron

Palm Beach, FL

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Jonathan Barter

New York, NY

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Sam Bartolai

Barrington, IL

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Joshua Basen

Westlake, OH

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Anthony Bebbington

Phoenix, AZ

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Noel Becker

Hudson, OH

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Brian Bennett

New York, NY

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Eileen Berman

Palm Beach, FL

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Bradford Bernstein

Philadelphia, PA

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Rob Bertino

Dallas, TX

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Jonathan Beukelman

Lincoln, NE

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Eric Bickler

White Plains, NY

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Mark Binder

Los Angeles, CA

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Chris Black

Houston, TX

 

Michael Bober

Boca Raton, FL

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Philip Bocketti

Plymouth, MI

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Bradley Boeckman

Westlake, OH

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Daniel Boland

Atlanta, GA

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Douglas Braff

New York, NY

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Will Bragdon

Greenville, SC

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Peter Braun

Boulder, CO

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Anthony Brookfield

San Francisco, CA

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Mike Brown

St. Louis, MO

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James Brown

Paducah, KY

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Jamey Brown

Paducah, KY

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William Bruen, Jr.

Florham Park, NJ

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Lester Brunker

Minneapolis, MN

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Robert Buchanan, Sr.

Austin, TX

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Robert Bult

Cincinnati, OH

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Andrew Burish

Madison, WI

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Thomas Burt

Ft. Myers, FL

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Jonathan Byrd

North Atlanta, GA

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Dominic Calvani

Nashville, TN

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Blair Cannon

San Diego, CA

 

Michael Caplan

Denver, CO

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Michael Carr

Gainseville, FL

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Lyle Casriel

New York, NY

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John Castronuovo

Palm Beach, FL

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Thomas Cavada

New York, NY

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Monty Cerf

New York, NY

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James Chambers

New London, CT

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Lisa Chapman

Seal Beach, CA

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Ted Chartier

Leawood, KS

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Raymond Chase

Florham Park, NJ

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Cameron Cheek

Portland, OR

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Derek Cherne

Wayzata, MN

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Craig Chiate

Los Angeles, CA

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Daniel Chillemi

Indianapolis, IN

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May Chong

Los Angeles, CA

 

Peter Choy

Phoenix AZ

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Michael Chudd

Las Vegas, NV

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Victoria Clark

New York, NY

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Christopher Clifford

San Francisco, CA

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Lewis Cohen

Philadelphia, PA

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Alberto Cohen

Miami, FL

 

Frank Coiro

New York, NY

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Michael Colacci

Mr. Laurel, NJ

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Judy Colvin

Menlo Park, CA

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Christopher Compton

Birmingham, AL

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Teri Conklin

Northbrook, IL

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Paula Connell

Paducah, KY

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Terry Cook

Bellevue, WA

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Blair Cornell

Miamisburg, OH

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Timothy Cornell

Miamisburg, OH

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Manuel Coroalles

Miami, FL

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Melissa Corrado Harrison

Denver, CO

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Douglas Coughlin

New York, NY

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Brett Crawford

Montgomery, AL

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Jacob Creydt

Bloomington, MN

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Louis Croce

Garden City, NY

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Lance Crossett

Fort Collins, CO

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William Cseplo

Muirfield, OH

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Sandra Cunningham

Washington, D.C.

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Chad Czerwinski

Hartford, CT

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Lori Daffron

Santa Barbara, CA

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Erik Dahlquist

New York, NY

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Sandra Dalton

Boise, ID

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Stephen Davis

Weslake Village, CA

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Charles Day

New York, NY

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Robert DeForest

West Palm Beach, FL

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Justin Demko

Los Angeles, CA

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John DeRosa

New York, NY

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Martin Diamond

Paramus, NJ

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Daniel Diaz

Miami, FL

 

Melinda Diehl-Carmichael

Pasadena, CA

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Sean Dillon

Boston, MA

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Rosemarie Dios

Southampton, NY

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Brian Doak

Hunt Valley, MD

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Timothy Dod

Atlanta, GA

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Ileana Dominguez

Henderson, NV

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Brian Donaldson

La Jolla, CA

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Michael Doney

Seattle, WA

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Harshal Doshi

Beverly Hills, CA

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Jason Douglas

Atlanta, GA

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Thaddeus Dulin

Greenville, SC

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Darryl Dunn

Kansas City, MO

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Jason Dworak

Lincoln, NE

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Michael Dzikowski

Westfield, NJ

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Thomas Eddy

Chattanooga, TN

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William Einstein

New York, NY

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David Eisen

Philadelphia, PA

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Harold Elish

New York, NY

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Michael Ellington

Chicago, IL

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David Ellis, III

ELLIS, III

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Elizabeth Engelmann

Bloomington, MN

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Kathleen Entwistle

Paramus, NJ

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Adam Epstein

New York, NY

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R. Christopher Errico

New York, NY

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Franco Estrada-Velasco

San Juan, PR

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Steve Eubanks

Raleigh, NC

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Michael Evans

San Francisco, CA

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Mark Fendrick

Mt. Laurel, NJ

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Daniel Fetterolf

Greenville, SC

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Vincent Fiorentino

Stamford, CT

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Stephen Fish

Cincinnati, OH

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Richard E. Fister, Jr.

St. Louis, MO

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William Fortner

El Seguno, CA

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Tim Foster

Cincinnati, OH

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Renee Fourcade

Century City, CA

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James Frayard

New Orleans, LA

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Judy Frederickson

Minneapolis, MN

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Drew Freides

Los Angeles, CA

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Robert Gach

Beverly Hills, CA

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Walter Gallivan

Greenville, SC

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Elaine Gampel

Denver, CO

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Scott Garnett

Richmond, VA

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John Garvey

Philadelphia, PA

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Chris Garvin

Ft. Lauderdale, FL

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Brett Gasper

Troy, MI

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Gary Ghigliotti

Portsmouth, NH

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Michael Giacone

New York, NY

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Bart Gibson

Baltimore, MD

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Harris Gignilliat

Atlanta, GA

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C. Elijah Gillis

Atlanta, GA

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Lee Gleeman

Boca Raton, FL

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Derek Glynn

Everett, WA

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Steve Gold

Miami, FL

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William Goldberg

Houston, TX

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David Goldberg

Plano, TX

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Jorge Gomez

Coral Gables, FL

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Rachel Gottlieb

New York, NY

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Ghislain Gouraige

Coral Gables, FL

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Timothy Gray

Worcester, MA

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William Greco

Hartford, CT

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Matthew Green

Indianapolis, IN

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Michael Greenly

Philadelphia, PA

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Anthony Guinane

Irvine, CA

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Sonny Gulati

Palo Alto, CA

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Louise Gunderson

New York, NY

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Jessica Guo

Wellesley, MA

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Daniel Gurian

Boston, MA

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Roy Gutierrez

Little Rock, AR

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Barry Haffner

Washington, D.C.

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Martin Halbfinger

New York, NY

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John Halperin 

Encino, CA

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Andrew Hanson

Canonsburg, PA

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Kyle Harris

Baltimore, MD

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Diane Hart

Pasadena, CA

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Michael Haskell

New York, NY

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Michael Hatch

Beverly Hills, CA

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James Hay

Bloomington, MN

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Kevin Haynes

Montgomery, AL

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Jared Hendler

Washington, D.C.

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Holly Hendrix

New York, NY

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Keegan M. Hennessy

Atlanta, GA

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Jeffrey Herman

Winston-Salem, NC

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Brett Hina

Northfield, NJ

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Jonathan Hodge

Los Angeles, CA

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Wendy Holmes

New York, NY

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Randale Honaker

Austin, TX

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Richard Horn

Baltimore, MD

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William Huthnance

Houston, TX

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Thomas Huvane

New York, NY

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Donald Jackson

Tulsa, OK

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Christopher Jackson

Washington, D.C.

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Stanton Jacobs

Knoxville, TN

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Teresa Jacobsen

Stamford, CT

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William James

Upper Arlington, OH

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Michael James

Paramus, NJ

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David Jasper

San Francisco, CA

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Gabriel Jay

Walnut Creek, CA

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Patricia Johnson

Los Angeles, CA

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Jason Johnson

Orlando, FL

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David Justman

Century City, CA

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Michael Kanigher

Los Angeles, CA

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Michael Karl

St. Cloud, MN

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Jessica Kartzinel

Las Vegas, NV

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Julia Kasberg

San Angelo, TX

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Jason Katz

New York, NY

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Mike Kemp

Roanoke, VA

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Mark Kever

Plano, TX

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Leonard Kichler

Pepper Pike, OH

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Bud King

St. Louis, MO

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Kevin King

Chattanooga, TN

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Kent Kirby

Nashville, TN

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Jonathan Kleiman

Melville, NY

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Drew Kliber

Missoula, MT

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Jeffrey Kobernick

New York, NY

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Alexander Kohn

New York, NY

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Ira Kravitz

Plano, TX

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Karl Kreshpane

Paramus, NJ

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Matthew Kroin

Melville, NY

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Jacque Kuchta

New Orleans, LA

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Marc Laborde

Houston, TX

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Kathleen Lach

Upper Arlington, OH

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Alexander Ladage

Austin, TX

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John Landers

Houston, TX

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Michael Lappin

Raleigh, NC

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Leslie Lauer

Atlanta, GA

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Steven LeClair

Dublin, OH

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Darren Lederfine

Minneapolis, MN

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Paul Lee

Barrington, IL

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Michael Lee

Greenville, SC

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Ed Levin

Newport Beach, CA

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Noah Levine

Park City, UT

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Paul Lewis

New York, NY

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Courtney Liddy

San Diego, CA

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Nelson Link

Roanoke, VA

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Thomas Lips

Hartford, CT

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Jana Lisle Parham

Nashville, TN

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Elizabeth Lockwood

Houston, TX

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Rod Loewenthal

Northbrook, IL

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Ryan Long

Dallas, TX

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James Lowden

Pittsburgh, PA

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Thomas Mahoney

Los Angeles, CA

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Christopher Malof

Buffalo, NY

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Jay Maltby

Chicago, IL

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Carol Mani Johnston

San Antonio, TX

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Thomas Mantione

Stamford, CT

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Gregory Marcus

Washington, D.C.

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Daniel Marks

Newport Beach, CA

 

Ashley Martella

Hartford, CT

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Alexander Martinelli

Boston, MA

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Joseph Matina

Short Hills, NJ

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Nancy Matta

New York, NY

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Michael Matthews

Bellevue, WA

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Michael Matthews

Memphis, TN

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David Mattia

Rochester, NY

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Nicholas Maurillo

Ft. Myers, FL

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Caryl-Lyn Mazullo

Akron, OH

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Owen McBride

Cleveland, OH

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Alli McCartney

New York, NY

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Ryan McClellan

Los Angeles, CA

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Bryan McCollam

Los Gatos, CA

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Gregory McDonald

Midland, TX

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Scott McDonald

Chattanooga, TN

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Gerald McGinley

New York, NY

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Christine McGinley

Mr. Laurel, NJ

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Diane McMinds

Napa, CA

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Jeremy McPherson

Charlotte, NC

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David McQuade

Ft. Myers, FL

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James Mead

Portland, OR

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Rob Meenan

New York, NY

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Manish Mehta

Chapel Hill, NC

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Keith Mericka

Atlanta, GA

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Araya Mesfin

North Atlanta, GA

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Robert Metcalf

Minneapolis, MN

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Travis Miller

Birmingham, MI

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David Miller

Reno, NV

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Bruno Miranda

Coral Gables, FL

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Barry Mitchell, Jr.

White Plains, NY

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Anthony Mona

Farmington Hills, MI

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Paul Monacelli

Troy, MI

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Mark Moore

Austin, TX

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Frank Moore

Greenwich, CT

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Thomas Moore

Phoenix, AZ

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Kevin Moran

Charlotte, NC

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Bill Mosby

Jackson, MS

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Gregory J. Mulligan

New York, NY

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William Murphy

Cleveland, OH

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Matthew Murphy

Montgomery, AL

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Jonathan Murray

Hunt Valley, MD

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Angela Mwanza

New York, NY

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Betsy Nelson

Chicago, IL

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Farin Nematollahi

McLean, VA

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James New

New York, NY

 

Angeline Newman

Florham Park, NJ

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James Nichols

Nashville, TN

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Matthew Nikodym

St. Cloud, MN

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Chrisopher Niles

Ft. Lauderdale, FL

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Philip Ochs IV

Kenwood, OH

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Christopher Ohmstede

Beaumont, TX

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Kevin O'Leary

New York, NY

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Lee Oleinick

Pittsburgh, PA

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Christiane Olsen

New York, NY

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James Orr

Menlo Park, CA

 

Ali Panahpour

Lake Oswego, OR

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Kenneth Parham

Greenville, SC

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Stephen Park

Vienna, VA

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Samantha Parker Hopkins

North Tampa, FL

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Sharon Paul

New York, NY

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Maxwell Peckler

Boston, MA

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Michael Peirce

Salt Lake City, UT

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James Perez

Ft. Lauderdale, FL

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Todd Perry

Short Hills, NJ

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Andrew Perry

Short Hills, NJ

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Daniel Pessy

Pittsburgh, PA

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Donald Peterson

Dallas, TX

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Christopher Pfaff

Chicago, IL

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Jan Pickle

Austin, TX

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Fred Pierce

Florham Park, NJ

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Ricardo Pintado

New York, NY

 

Michael Platte

New Albany, OH

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Andrew Plum

Palm Beach, FL

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Michael Poppo

New York, NY

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Barry Porter

Newport Beach, CA

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Travis Propst

Atlanta, GA

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Xi Qiao

San Francisco, CA

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Russell Rabito

New York, NY

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Christopher Radici

La Jolla, CA

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Whitney Randolph

Houston, TX

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Craig Rathjen

Houston, TX

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Timothy Rauwald

Chapel Hill, NC

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Bradley Ray

New York, NY

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Renato Reali

New York, NY

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Brett Rhode

Conshohocken, PA

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Thomas Rice

Northbrook, IL

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Bonnie Richards

New York, NY

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Shelley Richardson

Los Gatos, CA

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Jack Riley

Warren, NJ

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James Rimmel

Pittsburgh, PA

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Jose Rivera

New York, NY

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Karen Robbins

Newtown, PA

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Douglas Robbins

Marin County, CA

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Levi Robinson

Anchorage, AK

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Falls Robinson

Memphis, TN

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Jesse Rodriquez

Newport Beach, CA

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William Rose

New York, NY

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Peter Rosenthal

Jericho, NY

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Adam Rosenthal

New York, NY

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Dan Rothenberg

Los Angeles, CA

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Steven Rothman

Red Bank, NJ

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Herbert Rottenberg

Florham Park, NJ

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William Royer

Billings, MT

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Emily Rubin

New York, NY

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Peter Rukeyser

New York, NY

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Anthony Rundella

New York, NY

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Kevin Ryan

Rocky River, OH

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Frank Sabia

White Plains, NY

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Nick Sadowsky

Aventura, FL

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Sharon Sager

New York, NY

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Lee Samson

New York, NY

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Allen Saunders

New York, NY

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David Savetz

Melville, NY

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Sara Saxe

Menlo Park, CA

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Stephen Schaefer

Coral Gables, FL

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Brian Schiller

New York, NY

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Joseph Schirripa

Beverly Hills, CA

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William Schoff

Rochester, NY

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Todd Schroeder

Lake Oswego, OR

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Steven Schultz

Phoenix, AZ

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Daniel Schwartz

Paramus, NJ

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Robert Sechan

New York, NY

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Gregory Segal

Denver, CO

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David Selig

Century City, CA

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Andrew Shantz

Stamford, CT

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Kenneth Shapiro

New York, NY

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L. Marc Shegoski

Princeton, NJ

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Timothy Shelton

Plymouth, MI

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Kellie Sheryak

Louisville, KY

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Lori Siegel

Houston, TX

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Katerina Simonetti

Philadelphia, PA

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Samuel Sinclair

Boston, MA

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Diana Skerl

New York, NY

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James Small

Las Vegas, NV

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Gary Smith

Kansas City, MO

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Tony Smith

Liberty Park, AL

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Thomas Smith

Palm Beach Gardens, FL

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Lawrence Smith

Brea, CA

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Sharon Snowden

Houston, TX

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John Sofranko

Sewickley, PA

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Alan Spierer

Westfield, NJ

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Scott Stackman

New York, NY

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Todd Starkey

Melbourne, FL

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Jason Stephens

Naples, FL

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Roger Stephens

Los Angeles, CA

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Brett Stone

Denver, CO

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Peter Strope

Canonsburg, PA

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Gino Stumpo

Seal Beach, CA

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William Sullivan

Boston, MA

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Jeffrey Swett

Boston, MA

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Rober Swiller

Minneapolis, MN

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Mark Switow

Louisville, KY

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Erik Syverson

Sioux Falls, SD

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Brian Tarquinio

Shadyside, PA

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James Taylor

Boston, MA

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Charles Temel

New York, NY

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Michael Theilmann

Wayzata, MN

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Jason Therrell

Everett, WA

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Derek Thompson

Stamford, CT

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Earl Thompson

San Diego, CA

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Paul Toby

Troy, MI

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Daniel Torbeck

Kenwood, OH

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Michael Toth

Grand Rapids, MI

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Matt Tucker

Kansas City, MO

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David Uva

Boston, MA

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Camille Valentine

Boston, MA

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Emily Van Hoorickx

San Jose, CA

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Alexandra VanMeurs

Houston, TX

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Scott Vehslage

Plano, TX

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Ed Ventrice

Boca Raton, FL

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Sherry Verburgt

Houston, TX

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Paul Vigue

New York, NY

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Todd Vralsted

Billings, MT

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Roger Wacker

Los Angeles, CA

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Benjamin Walker

Nashville, TN

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Kalyn Walker

Carmel Valley, CA

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David Warren

New York, NY

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Scott Weber

Palm Beach, FL

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Michael Weinberg

Miami, FL

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Martin Weinberg

Las Vegas, NV

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Everett Weinberger

New York, NY

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Laura Wellon

Atlanta, GA

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Thomas Wentling

Shadyside, PA

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Michael Wetrich

Sioux Falls, SD

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Paul Wexler

Melville, NY

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Erik Wheeler

Concord, NH

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Lance White

New Albany, OH

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Luke Wiley

Kenwood, OH

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Mark Wilkins

St. Louis, MO

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Tad Willenbrock

Denver, CO

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Jacqueline Willens

New York, NY

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Robert Williams

Manchester, NH

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Jay Williams

Memphis, TN

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Alexander Williams

New York, NY

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Carol Wilshire

Los Angeles, CA

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Jimmy Wilson

Atlanta, GA

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Russ Wilson

Knoxville, TN

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William Wilson, II

San Francisco, CA

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Hardy Winburn

Little Rock, AR

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Kenneth Wise

Toledo, OH

 

Kenneth Witover

New York, NY

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Eric Wittenberg

New York, NY

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Thomas Wood

Boston, MA

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Andrew Worthington

Hartford, CT

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James Wrenn

Lake Oswego, OR

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Shlomi Yedid

New York, NY

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Andy Zager

Atlanta, GA

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Aric Zamel

Beverly Hills, CA

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Mark Zeller

New York, NY

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Joanne Zhong

San Francisco, CA

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Jason Zilveti

Scottsdale, AZ

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Michael Zinn

New York, NY

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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