39 Advisors named to Forbes' 2019 "Top 250 Next-Gen Wealth Advisors" list

New York 24 Jul 2019, 15:35 Awards Recognition

    

New York, July 24 - Forbes recently released their inaugural 2019 "Top 250 Next-Gen Wealth Advisors" list of the top young financial advisors who were nominated by their firms. This year, they recognized 39 Financial Advisors at UBS who represent the future of the wealth management industry.

The Forbes ranking rates wealth advisors with the minimum criteria of: being born in 1980 or later, having four years of financial service experience, and spending one year at their current firm. They also weigh factors such as individual custodied assets, productions/PCs and compliance records.

At number five on this year's list is Aric Zamel of Beverly Hills, who manages USD 934 million in assets. Other financial advisors in the top 10 include Ryan Long of Dallas, Texas and Rachel Gottlieb of New York, New York.

Also profiled on Forbes' ranking page is Xi Qiao, a San Francisco financial advisor who manages USD 793 million in assets. Ranked number 50 on the list, Qiao had only USD 80 in her pocket when she began college at UC Berkeley on a full scholarship, selling ad space on university buses as a side job. Three years later, she graduated before her peers and presold two years of future ad space. Now at UBS, she works with American and Chinese business people, entrepreneurs and venture capitalists. Her advice to tech clients with concentrated stock is to get financial advice from a human advisor "because it gets complicated, especially with selling stock options. You need to get a good CPA, too."

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

Full Name

Full Name

City & State

City & State

Full Name

Stephen Andres

City & State

San Francisco, CA

Full Name

William Bragdon

City & State

Greenville, SC

Full Name

Ruse Brown

City & State

Wichita, KS

Full Name

Kyle Caouette

City & State

Bellevue, WA

Full Name

Daniel Chillemi

City & State

Indianapolis, IN

Full Name

Alex Chivarsky

City & State

Century City, CA

Full Name

Christopher Compton

City & State

Birmingham, AL

Full Name

Blair Cornell

City & State

Miamisburg, OH

Full Name

Austin Del'Ve

City & State

Los Angeles, CA

Full Name

Harshal Doshi

City & State

Manhattan Beach, CA

Full Name

Franco Estrada

City & State

San Juan, Puerto Rico

Full Name

Nicholas Francia

City & State

Washington, DC

Full Name

Rachel Gottlieb

City & State

New York, NY

Full Name

Kyle Harris

City & State

Baltimore, MD

Full Name

Andres Herrera

City & State

Coral Gables, FL

Full Name

Andrew Kahner

City & State

New York, NY

Full Name

Mark Kaye

City & State

Houston, TX

Full Name

Marc Laborde

City & State

Houston, TX

Full Name

Nicholas Lomaglio

City & State

Chicago, IL

Full Name

Ryan Long

City & State

Dallas, TX

Full Name

Jason Lowy

City & State

Hunt Valley, MD

Full Name

James Mahoney

City & State

Palm Beach Gardens, FL

Full Name

Christopher McCormick

City & State

Chicago, IL

Full Name

Benjamin Minor

City & State

Canonsburg, PA

Full Name

Paul Monacelli

City & State

Troy, MI

Full Name

Zachary Newby

City & State

Oklahoma City, OK

Full Name

Andrew Payne

City & State

Hartford, CT

Full Name

Xi Qiao

City & State

San Francisco, CA

Full Name

Daniel Rothenberg

City & State

Los Angeles, CA

Full Name

Nicholas Sadowsky

City & State

Boca Raton, FL

Full Name

Timothy Shelton

City & State

Plymouth, MI

Full Name

Chris Shukie

City & State

Boston, MA

Full Name

John Straus Jr.

City & State

New York, NY

Full Name

Thomas Unger

City & State

Cincinnati, OH

Full Name

Benjamin Walker

City & State

Nashville, TN

Full Name

Kalyn Walker

City & State

San Diego, CA

Full Name

William Wilson

City & State

San Francisco, CA

Full Name

Aric Zamel

City & State

Beverly Hills, CA

Full Name

Jason Zilveti

City & State

Scottsdale, AZ

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