57 UBS FAs named to Financial Times' "400 Top Financial Advisors" list
New York, April 22 – Financial Times (FT) recently released their 2019 "FT 400 Top Financial Advisors" ranking and recognized 57 Financial Advisors at UBS.
They've been recognized for being leading US financial advisors with more than 10 years' experience and $300m or more in assets under management. The qualifying advisors took a short questionnaire that allowed FT to grade advisors and create their list for 2019.
Our UBS Advisors on this year's list:
Name | Name | City & State | City & State |
|---|---|---|---|
Name | Jonathan Adamsky | City & State | New York, NY |
Name | Christopher Aitken | City & State | Ponte Vedra, FL |
Name | Rob Bertino | City & State | Dallas, TX |
Name | Michael Bober | City & State | Boca Raton, FL |
Name | Andrew D. Burish | City & State | Madison, WI |
Name | Craig S. Chiate | City & State | Los Angeles, CA |
Name | Adam F. Epstein | City & State | New York, NY |
Name | Craig D. Findley | City & State | Toledo, OH |
Name | Stephen J. Fish | City & State | Kenwood, OH |
Name | Rick Frayard | City & State | New Orleans, LA |
Name | Thomas H. Freeman | City & State | Kansas City, MO |
Name | Drew S. Freides | City & State | Los Angeles, CA |
Name | John T. Garvey | City & State | Philadelphia, PA |
Name | Chris Garvin | City & State | Ft. Lauderdale, FL |
Name | William C Gourd | City & State | Stamford, CT |
Name | Martin L. Halbfinger | City & State | New York, NY |
Name | Scott Harries | City & State | Los Angeles, CA |
Name | Michael T. Haskell | City & State | New York, NY |
Name | Richard M. Held | City & State | Chicago, IL |
Name | Teresa A. Jacobsen | City & State | Stamford, CT |
Name | Jason M. Katz | City & State | New York, NY |
Name | Jeffrey Klotz | City & State | New York, NY |
Name | Sergio S. Kokubo | City & State | New York, NY |
Name | Adrian Levsky | City & State | Springfield, MA |
Name | Jay M. Maltby | City & State | Chicago, IL |
Name | Thomas Mantione | City & State | Stamford, CT |
Name | Joseph Matina | City & State | Short Hills, NJ |
Name | Michael S. Matthews | City & State | Bellevue, WA |
Name | Ryan A. McClellan | City & State | Los Angeles, CA |
Name | Christine McGinley | City & State | Mount Laurel, NJ |
Name | Bill Rush Mosby | City & State | Jackson, MS |
Name | James M. New | City & State | New York, NY |
Name | Todd Perry | City & State | Short Hills, NJ |
Name | Donald S. Peterson | City & State | Dallas, TX |
Name | Ricardo Pintado | City & State | New York, NY |
Name | Russell Rabito | City & State | New York, NY |
Name | Renato J. Reali | City & State | New York, NY |
Name | Jack R. Riley | City & State | Warren, NJ |
Name | James W. Rimmel | City & State | Pittsburgh, PA |
Name | Peter W. Rosenthal | City & State | Jericho, NY |
Name | Brian Schiller | City & State | New York, NY |
Name | William L. Schoff | City & State | Rochester, NY |
Name | Steven L. Schultz | City & State | Phoenix, AZ |
Name | Daniel S. Schwartz | City & State | Paramus, NJ |
Name | Edward Smith | City & State | Baltimore, MD |
Name | Lawrence E. Smith | City & State | Brea, CA |
Name | Harlan B. Spinner | City & State | Los Angeles, CA |
Name | Scott L. Stackman | City & State | New York, NY |
Name | Charles S. Temel | City & State | New York, NY |
Name | Derek J. Thompson | City & State | Stamford, CT |
Name | Ed Ventrice | City & State | Boca Raton, FL |
Name | Jon Vigi | City & State | Birmingham, MI |
Name | Paul Vigue | City & State | New York, NY |
Name | Roger Wacker | City & State | Los Angeles, CA |
Name | Ira A. Walker | City & State | Red Bank, NJ |
Name | M. Kenneth Witover | City & State | New York, NY |
Name | Mark Zeller | City & State | New York, NY |
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
