182 UBS FAs named to Barron's "Top 1200 Advisors State by State" list

New York 22 Mar 2019, 13:00 Awards Recognition

    

New York, March 22 – Barron's recently released their 2019 "Top 1200 Advisors State by State" ranking and recognized 182 Financial Advisors at UBS. The rankings are based on data provided by over 4,000 of the nation's most productive advisors.

The FA's who have been honored represent several states across the country, including Alabama, Texas and Montana.

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

Name

Name

City

City

Link

Link

Name

John Adelman

City

New York, NY

Link

Link

Name

Christopher Aitken

City

Ponte Vedra Beach, FL

Link

Link

Name

Paul Anderson

City

Bethesda, MD

Link

Link

Name

Keith Apton

City

Washington, DC

Link

Link

Name

Bert Arrowood

City

Greenville, SC

Link

Link

Name

Glenn Arthurs

City

Buffalo, NY

Link

Link

Name

David Barnes

City

Dallas, TX

Link

 

Name

Michael Barron

City

West Palm Beach, FL

Link

Link

Name

James Beatty

City

Portland, OR

Link

Link

Name

Tony Bebbington

City

Phoenix, AZ

Link

Link

Name

Brian Bennett

City

New York, NY

Link

Link

Name

Eileen Berman

City

West Palm Beach, FL

Link

Link

Name

Bradford Bernstein

City

Philadelphia, PA

Link

Link

Name

Rob Bertino

City

Dallas, TX

Link

Link

Name

Jonathan Beukelman

City

Lincoln, NE

Link

Link

Name

Robert Bickham

City

New Orleans, LA

Link

Link

Name

Mark Binder

City

Los Angeles, CA

Link

Link

Name

Michael Bober

City

Boca Raton, FL

Link

Link

Name

Leonard Boccia

City

New York, NY

Link

Link

Name

Douglas Braff

City

New York, NY

Link

Link

Name

Jesse Bull

City

Wayzata, MN

Link

Link

Name

Andrew Burish

City

Madison, WI

Link

Link

Name

Michael Caplan

City

Denver, CO

Link

Link

Name

Cameron Cheek

City

Portland, OR

Link

Link

Name

Craig Chiate

City

Century City, CA

Link

Link

Name

Chris Clifford

City

San Francisco, CA

Link

Link

Name

Louis Close

City

Minneapolis, MN

Link

Link

Name

Timothy Connolly

City

Boston, MA

Link

Link

Name

Terry Cook

City

Bellevue, WA

Link

Link

Name

Melissa Corrado-Harrison

City

Denver, CO

Link

Link

Name

Robert Coussens

City

Portland, OR

Link

Link

Name

Jacob Creydt

City

Bloomington, MN

Link

Link

Name

Sandra Cunningham

City

Washington, DC

Link

Link

Name

Chad Czerwinski

City

Hartford, CT

Link

Link

Name

Charles Dankworth

City

New Albany, OH

Link

Link

Name

Ajay Desai

City

Chicago, IL

Link

Link

Name

Robert Dicolo

City

Providence, RI

Link

Link

Name

Earle Dodd

City

Atlanta, GA

Link

Link

Name

Jerry Duncan

City

Birmingham, AL

Link

Link

Name

Jason Dworak

City

Lincoln, NE

Link

Link

Name

Name

City

City

Link

Link

Name

CB "Pete" Edmonds

City

Albuquerque, NM

Link

Link

Name

William Einstein

City

New York, NY

Link

Link

Name

David Eisen

City

Philadelphia, PA

Link

Link

Name

Mark Elias

City

Houston, TX

Link

Link

Name

Harold Elish

City

New York, NY

Link

Link

Name

David Ellis

City

Cincinnati, OH

Link

Link

Name

Adam Epstein

City

New York, NY

Link

Link

Name

Steve Eubanks

City

Raleigh, NC

Link

Link

Name

Michael Evans

City

San Francisco, CA

Link

Link

Name

Mark Fendrick

City

Mt. Laurel, NJ

Link

Link

Name

Adam Fetterman

City

Boca Raton, FL

Link

Link

Name

Sean Fetterman

City

Boca Raton, FL

Link

Link

Name

Craig Findley

City

Sylvania, OH

Link

Link

Name

William Finnerty

City

Washington, DC

Link

Link

Name

Stephen Fish

City

Cincinnati, OH

Link

Link

Name

Renee Fourcade

City

Los Angeles, CA

Link

Link

Name

Rick Frayard

City

Lafayette, LA

Link

Link

Name

Judy Fredrickson

City

Minneapolis, MN

Link

Link

Name

Drew Freides

City

Los Angeles, CA

Link

Link

Name

Clark Gallivan

City

Greenville, SC

Link

Link

Name

Michael Gara

City

Princeton, NJ

Link

Link

Name

John Garvey

City

Philadelphia, PA

Link

Link

Name

Greg Golding

City

Park City, UT

Link

Link

Name

Ghislain Gouraige

City

Coral Gables, FL

Link

Link

Name

Will Gourd

City

Stamford, CT

Link

Link

Name

Thomas Gower III

City

Bangor, ME

Link

Link

Name

William Greco

City

Hartford, CT

Link

Link

Name

Louise Gunderson

City

New York, NY

Link

Link

Name

Roy Gutierrez

City

Little Rock, AR

Link

Link

Name

Lawrence Haertel

City

Greenwich, CT

Link

Link

Name

Barry Haffner

City

Washington, DC

Link

Link

Name

Martin Halbfinger

City

New York, NY

Link

Link

Name

Hammond Han

City

Washington, DC

Link

Link

Name

Teresa Hart

City

Portland, OR

Link

Link

Name

Donald Jackson

City

Tulsa, OK

Link

Link

Name

Stanton Jacobs

City

Oak Ridge, TN

Link

Link

Name

Teresa Jacobsen

City

Stamford, CT

Link

Link

Name

David Jasper

City

San Francisco, CA

Link

Link

Name

Michael Jefferies

City

Kansas City, MO

Link

Link

Name

Michael Kanigher

City

Los Angeles, CA

Link

Link

Name

Jason Katz

City

New York, NY

Link

Link

Name

Mark Kever

City

Plano, TX

Link

Link

Name

Matt Kilgroe

City

St. Petersburg, FL

Link

Link

Name

Daniel Kilmurray

City

New York, NY

Link

Link

Name

Bud King

City

St. Louis, MO

Link

Link

Name

Jeffrey Klotz

City

New York, NY

Link

Link

Name

Jeffrey Kobernick

City

New York, NY

Link

Link

Name

Ira Kravitz

City

Plano, TX

Link

Link

Name

Karl Kreshpane

City

Paramus, NJ

Link

Link

Name

Name

City

City

Link

Link

Name

Alexander Ladage

City

Austin, TX

Link

Link

Name

Michael Lappin

City

Raleigh, NC

Link

Link

Name

Leslie Lauer

City

Atlanta, GA

Link

Link

Name

Thomas Lips

City

Hartford, CT

Link

Link

Name

Elizabeth Lockwood

City

Houston, TX

Link

Link

Name

Ryan Long

City

Dallas, TX

Link

Link

Name

Brian Lowenthal

City

West Palm Beach, FL

Link

Link

Name

Charles Major

City

Minneapolis, MN

Link

Link

Name

Jay Maltby

City

Chicago, IL

Link

Link

Name

Thomas Mantione

City

Stamford, CT

Link

Link

Name

Gregory Marcus

City

Washington, DC

Link

Link

Name

Joseph Matina

City

Short Hills, NJ

Link

Link

Name

Michael Matthews

City

Bellevue, WA

Link

Link

Name

Ryan McClellan

City

Los Angeles, CA

Link

Link

Name

Greg McDonald

City

Midland, TX

Link

Link

Name

Christine McGinley

City

Mr. Laurel, NJ

Link

Link

Name

Manish Mehta

City

Chapel Hill, NC

Link

Link

Name

Keith Mericka

City

Atlanta, GA

Link

Link

Name

Glen Mintz

City

Park City, UT

Link

Link

Name

John Montgomery

City

Atlanta, GA

Link

Link

Name

Mark Moore

City

Austin, TX

Link

Link

Name

Bill Rush

City

Jackson, MS

Link

Link

Name

Jonathan Murray

City

Hunt Valley, MD

Link

Link

Name

Edmund Nasief

City

Louisville, KY

Link

Link

Name

Christopher Niles

City

Fort Lauderdale, FL

Link

Link

Name

Timothy O'Brien

City

South Burlington, VT

Link

Link

Name

Christiane Olsen

City

New York, NY

Link

Link

Name

Kenneth Parham

City

Greenville, SC

Link

Link

Name

Louis Paster

City

Chicago, IL

Link

Link

Name

Andrew Perry

City

New York, NY

Link

Link

Name

Todd Perry

City

New York, NY

Link

Link

Name

Donald Peterson

City

Dallas, TX

Link

Link

Name

Michael Poppo

City

New York, NY

Link

Link

Name

Van Price

City

Atlanta, GA

Link

Link

Name

Russell Rabito

City

New York, NY

Link

Link

Name

Sam Rankin

City

Charlotte, NC

Link

Link

Name

R. Craig Rathjen

City

Houston, TX

Link

Link

Name

Renato Reali

City

New York, NY

Link

Link

Name

Jack Riley

City

Warren, NJ

Link

 

Name

James Rimmel

City

Pittsburgh, PA

Link

Link

Name

Daniel Rothenberg

City

Los Angeles, CA

Link

Link

Name

Steven Rothman

City

Red Bank NJ

Link

Link

Name

William Royer

City

Billings, MT

Link

Link

Name

Peter Rukeyser

City

New York, NY

Link

Link

Name

Anthony Rundella

City

New York, NY

Link

Link

Name

Name

City

City

Link

Link

Name

Frank J. Sabia

City

White Plains, NY

Link

Link

Name

Nick Sadowsky

City

Boca Raton, FL

Link

Link

Name

Allen Saunders

City

New York, NY

Link

Link

Name

William Schoff

City

Rochester, NY

Link

Link

Name

Steven Schultz

City

Phoenix, AZ

Link

Link

Name

Daniel Schwartz

City

Paramus, NJ

Link

Link

Name

Robert Sechan

City

New York, NY

Link

Link

Name

Charles Sessa

City

Philadelphia, PA

Link

Link

Name

L. Marc Shegoski

City

Princeton, NJ

Link

Link

Name

Keith Sheppard

City

Portland, OR

Link

Link

Name

James Small

City

Las Vegas, NV

Link

Link

Name

Ted Smith

City

Baltimore, MD

Link

Link

Name

Tony Smith

City

Birmingham, AL

Link

Link

Name

J. Thomas Smith

City

Palm Beach Gardens, FL

Link

Link

Name

Lawrence Smith

City

Brea, CA

Link

Link

Name

Alan Spierer

City

Westfield, NJ

Link

Link

Name

Harlan Spinner

City

Los Angeles, CA

Link

Link

Name

Scott Stackman

City

New York, NY

Link

Link

Name

Jason Stephens

City

Naples, FL

Link

Link

Name

Roger Stephens

City

Los Angeles, CA

Link

Link

Name

Peter Strope

City

Canonsburg, PA

Link

Link

Name

William Sullivan

City

Boston, MA

Link

Link

Name

Robert Swiller

City

Minneapolis, MN

Link

Link

Name

Gary Tantleff

City

Warren, NJ

Link

Link

Name

Paul Tashima

City

Chicago, IL

Link

Link

Name

Wesley Tate

City

Oakbrook Terrace, IL

Link

Link

Name

Charles Temel

City

New York, NY

Link

Link

Name

Daniel Torbeck

City

Cincinnati, OH

Link

Link

Name

Langston Turner

City

Houston, TX

Link

Link

Name

Donald W. Tynion II

City

South Burlington, VT

Link

Link

Name

Emily Van Hoorickx

City

San Jose, CA

Link

Link

Name

Ed Ventrice

City

Boca Raton, FL

Link

Link

Name

Jon Vigi

City

Birmingham, MI

Link

Link

Name

Paul Vigue

City

New York, NY

Link

Link

Name

Todd Vralsted

City

Billings, MT

Link

Link

Name

Roger Wacker

City

Los Angeles, CA

Link

 

Name

Richard Whalen

City

Phoenix, AZ

Link

Link

Name

Mark Wilkins

City

St. Louis, MO

Link

Link

Name

Jacqueline Willens

City

New York, NY

Link

Link

Name

Jay Williams

City

Memphis, TN

Link

Link

Name

Alexander Williams

City

New York, NY

Link

Link

Name

William Wilson

City

San Francisco, CA

Link

 

Name

Hardy Winburn

City

Little Rock, AR

Link

Link

Name

Ken Witover

City

New York, NY

Link

Link

Name

James Wrenn

City

Lake Oswego, OR

Link

Link

Name

Allen Wright

City

Atlanta, GA

Link

Link

Name

Barry Young

City

Houston, TX

Link

Link

Name

Christopher Zangari

City

Westfield, NJ

Link

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