57 UBS FAs named to Financial Times' "400 Top Financial Advisors" list

New York 10 May 2019, 15:00 Awards & Recognition

    

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.

To learn more about the Financial Advisors on this year's list, visit their websites below:

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