Three UBS Institutional Consulting teams named to Barron's "Top 50 Institutional Consultants" list for 2019
New York, May 3 – Congratulations to the three Institutional Consulting teams who were named to Barron’s "Top 50 Institutional Consultants" list in 2019. They focus on providing customized investment advice to institutional clients such as corporations, not for profits, endowments, foundations, hospitals, municipalities, religious organizations, Native American entities and reserve funds. Beyond these teams, UBS has a strong institutional and retirement plan consulting business, with over 150 Senior Institutional Consultants and Senior Retirement Plan Consultants who consult to over $130B in assets.
Especially noteworthy: The UBS Institutional Consulting Atlanta Team was recognized as the No. 1 ranked team in the nation for the 2nd year in a row.
“It's great to see UBS Institutional Consultants recognized for their talent and accomplishments, especially year over year. These teams are among the best in delivering thoughtful solutions to meet the complex needs of institutional clients,” said Mike McGovern, Head Corporate and Institutional Advisory Solutions, WM USA.
“Having our strongest Institutional Consulting teams continuously be recognized for their knowledge, advice and solutions given to our institutional clients is something we value – especially when one of our teams has been recognized as the top team in the industry in consecutive years,” said Jason Chandler, Head WM USA. “We appreciate the time spent and dedication that is given to each individual corporate and institutional client and their needs. Congratulations to all.”
Our UBS Advisors on this year's list:
Team Name | Key Advisors | City & State | |||
UBS Institutional Consulting, Atlanta | Earle Dodd, Allen Wright, Ray Vuicich, Scott Olsen, Harris Gignilliat, Kristi Thelen, Vandyke Price | Atlanta, GA | |||
UBS Institutional Consulting, Northwest | Trent Sanden, Shawn Hintz, Frank Gallo | Seattle, WA | |||
Eisen-Sessa Group | David Eisen, Charles (Chuck) E. Sessa Jr. | Philadelphia, PA |
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' 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 52 countries, with about 34% of its employees working in the Americas, 34% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 14% in Asia Pacific. UBS Group AG employs approximately 61,000 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
laura.hastings@ubs.com
Tel: 212-882-5705
