158 UBS FAs named to Forbes 2019 "Best-In-State Next-Gen Wealth Advisors" list

New York 13 Sep 2019, 07:00

    

New York, September 13 - Forbes recently released their 2019 "Best-In-State Next-Gen Wealth Advisors" ranking and recognized 158 Financial Advisors at UBS. They were among 1,500 young, talented advisors who represent the future of the wealth management industry.

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

First Name

First Name

Last Name

Last Name

City & State

City & State

Website

Website

First Name

Chad

Last Name

Adams

City & State

Anchorage, AK

Website

Link

First Name

Stephen

Last Name

Andres

City & State

San Francisco, CA

Website

Link

First Name

Wyatt

Last Name

Arthurs

City & State

Buffalo, NY

Website

Link

First Name

Jansen

Last Name

Bailey

City & State

Atlanta, GA

Website

Link

First Name

Nicholas

Last Name

Barbieri

City & State

Hunt Valley, MD

Website

Link

First Name

Michael

Last Name

Barnes

City & State

San Angelo, TX

Website

Link

First Name

Natalie

Last Name

Barron

City & State

Seal Beach, CA

Website

Link

First Name

Joshua

Last Name

Basen

City & State

Westlake, OH

Website

Link

First Name

Matthew

Last Name

Bechtel

City & State

Boston, MA

Website

Link

First Name

Jason

Last Name

Bell

City & State

New York, NY

Website

Link

First Name

Kristen

Last Name

Bissett

City & State

West Palm Beach, FL

Website

Link

First Name

Andrew

Last Name

Bocknek

City & State

Farmington Hills, MI

Website

Link

First Name

Justin

Last Name

Bowers

City & State

Florham Park, NJ

Website

Link

First Name

Henry

Last Name

Boyce Iv

City & State

Aventura, FL

Website

Link

First Name

William

Last Name

Bragdon

City & State

Greenville, SC

Website

Link

First Name

Ruse

Last Name

Brown

City & State

Wichita, KS

Website

Link

First Name

Brandon

Last Name

Brown

City & State

Atlanta, GA

Website

Link

First Name

Andrew

Last Name

Bruen

City & State

Florham Park, NJ

Website

Link

First Name

Jonathan

Last Name

Byrd

City & State

Atlanta, GA

Website

Link

First Name

Kyle

Last Name

Caouette

City & State

Bellevue, WA

Website

Link

First Name

Daniel

Last Name

Chillemi

City & State

Indianapolis, IN

Website

Link

First Name

Alex

Last Name

Chivarsky

City & State

Century City, CA

Website

Link

First Name

David

Last Name

Colin

City & State

Paramus, NJ

Website

Link

First Name

Christopher

Last Name

Compton

City & State

Birmingham, AL

Website

Link

First Name

Thomas "Joseph"

Last Name

Condon Iii

City & State

New York, NY

Website

Link

First Name

Gabriel

Last Name

Cooperman

City & State

New York, NY

Website

Link

First Name

Blair

Last Name

Cornell

City & State

Miamisburg, OH

Website

Link

First Name

Daniel

Last Name

Cotter

City & State

Westlake, OH

Website

Link

First Name

Joseph

Last Name

Covey

City & State

Seattle, WA

Website

Link

First Name

Edward

Last Name

Dahl

City & State

Vienna, VA

Website

Link

First Name

Kevin

Last Name

Daugherty

City & State

Oakbrook Terrace, IL

Website

Link

First Name

Dorothy

Last Name

Decarlo

City & State

New York, NY

Website

Link

First Name

Austin

Last Name

Del'Ve

City & State

Los Angeles, CA

Website

Link

First Name

James

Last Name

Dill

City & State

Warren, NJ

Website

Link

First Name

Paul

Last Name

Dolcimascolo

City & State

Tampa, FL

Website

Link

First Name

Charles

Last Name

Donovan

City & State

Northfield, NJ

Website

Link

First Name

Harshal

Last Name

Doshi

City & State

Manhattan Beach, CA

Website

Link

First Name

Paul

Last Name

Douglas

City & State

Austin, TX

Website

Link

First Name

Benjamin

Last Name

Dukes

City & State

Atlanta, GA

Website

Link

First Name

Thaddeus

Last Name

Dulin

City & State

Greenville, SC

Website

Link

First Name

Elizabeth

Last Name

Engelmann

City & State

Bloomington, MN

Website

Link

First Name

Franco

Last Name

Estrada

City & State

San Juan, Puerto Rico

Website

Link

First Name

Jesse

Last Name

Fable

City & State

Hartford, CT

Website

Link

First Name

Peter

Last Name

Farrington

City & State

Boston, MA

Website

Link

First Name

Reed

Last Name

Fawley

City & State

New York, NY

Website

Link

First Name

Daniel

Last Name

Fetterolf

City & State

Greenville, SC

Website

Link

First Name

Adam

Last Name

Fischer

City & State

Los Gatos, CA

Website

Link

First Name

Blake

Last Name

Foster

City & State

Newport Beach, CA

Website

Link

First Name

Nicholas

Last Name

Francia

City & State

Washington, DC

Website

Link

First Name

Jonathan

Last Name

Frucce

City & State

Hartford, CT

Website

Link

First Name

Bryan

Last Name

Garris

City & State

Los Angeles, CA

Website

Link

First Name

David

Last Name

Gasper

City & State

Troy, MI

Website

Link

First Name

Matthew

Last Name

Giugliano

City & State

New York, NY

Website

Link

First Name

Daniel

Last Name

Gleason

City & State

Boston, MA

Website

Link

First Name

Justin

Last Name

Glucksman

City & State

Boston, MA

Website

Link

First Name

Brian

Last Name

Gooding

City & State

Newport Beach, CA

Website

Link

First Name

Rachel

Last Name

Gottlieb

City & State

New York, NY

Website

Link

First Name

Katelyn

Last Name

Greco

City & State

Hartford, CT

Website

Link

First Name

Patrick

Last Name

Guarnieri

City & State

Bethesda, MD

Website

Link

First Name

Kyle

Last Name

Harris

City & State

Baltimore, MD

Website

Link

First Name

Harold

Last Name

Henderson

City & State

Birmingham, AL

Website

Link

First Name

Eric

Last Name

Hernandez

City & State

Los Angeles, CA

Website

Link

First Name

Andres

Last Name

Herrera

City & State

Coral Gables, FL

Website

 

First Name

Sean

Last Name

Howe

City & State

Vienna, VA

Website

Link

First Name

Alex

Last Name

Howell

City & State

La Jolla, CA

Website

Link

First Name

James

Last Name

Ingoe

City & State

Bethesda, MD

Website

Link

First Name

Noor

Last Name

Ismail

City & State

Dallas, TX

Website

Link

First Name

Anne

Last Name

Johnston

City & State

Beverly Hills, CA

Website

Link

First Name

Andrew

Last Name

Kahner

City & State

New York, NY

Website

Link

First Name

Mark

Last Name

Kaye

City & State

Houston, TX

Website

Link

First Name

Ryan

Last Name

Kneipper

City & State

Dallas, TX

Website

Link

First Name

Griffin

Last Name

Knowlton

City & State

Boston, MA

Website

Link

First Name

Charles

Last Name

Korasick

City & State

Beverly Hills, CA

Website

Link

First Name

Marc

Last Name

Laborde

City & State

Houston, TX

Website

Link

First Name

Michael

Last Name

Libraty

City & State

Red Bank, NJ

Website

Link

First Name

Charles

Last Name

Litton

City & State

Houston, TX

Website

Link

First Name

Nicholas

Last Name

Lomaglio

City & State

Chicago, IL

Website

Link

First Name

Ryan

Last Name

Long

City & State

Dallas, TX

Website

Link

First Name

Mark

Last Name

Lopez

City & State

Houston, TX

Website

Link

First Name

Jason

Last Name

Lowy

City & State

Hunt Valley, MD

Website

Link

First Name

James

Last Name

Loynes

City & State

Newport Beach, CA

Website

Link

First Name

Megan

Last Name

Macgowan

City & State

Fort Lauderdale, FL

Website

Link

First Name

Jordan

Last Name

Mahaffey

City & State

New York, NY

Website

Link

First Name

James

Last Name

Mahoney

City & State

Palm Beach Gardens, FL

Website

Link

First Name

Alicia

Last Name

Malcolm

City & State

Williamsville, NY

Website

Link

First Name

Christopher

Last Name

Matteo

City & State

New York, NY

Website

Link

First Name

Michael

Last Name

Mauzy

City & State

St. Louis, MO

Website

Link

First Name

Christopher

Last Name

Mccormick

City & State

Chicago, IL

Website

Link

First Name

Ryan

Last Name

Mchugh

City & State

Bend, OR

Website

Link

First Name

Tyler

Last Name

Mckean

City & State

Sylvania, OH

Website

Link

First Name

Carryn

Last Name

Mclaughlin

City & State

New York, NY

Website

Link

First Name

Benjamin

Last Name

Minor

City & State

Canonsburg, PA

Website

Link

First Name

Paul

Last Name

Monacelli

City & State

Troy, MI

Website

Link

First Name

Jonathan

Last Name

Moore

City & State

Wellesley, MA

Website

Link

First Name

Matthew

Last Name

Murphy

City & State

Montgomery, AL

Website

Link

First Name

Thomas

Last Name

Neff

City & State

Austin, TX

Website

Link

First Name

Michael

Last Name

Neff

City & State

Austin, TX

Website

Link

First Name

Zachary

Last Name

Newby

City & State

Oklahoma City, OK

Website

Link

First Name

Michael

Last Name

Norris

City & State

New York, NY

Website

Link

First Name

Andrew

Last Name

Payne

City & State

Hartford, CT

Website

Link

First Name

James

Last Name

Pelletier

City & State

Boston, MA

Website

Link

First Name

Chris

Last Name

Pendrak

City & State

Fort Lauderdale, FL

Website

Link

First Name

Edward

Last Name

Persia

City & State

Beaumont, TX

Website

Link

First Name

Bret

Last Name

Petersen

City & State

Naperville, IL

Website

Link

First Name

Douglas

Last Name

Pires

City & State

Mount Laurel, NJ

Website

Link

First Name

Brian

Last Name

Pollak

City & State

Hudson, OH

Website

Link

First Name

Douglas

Last Name

Ponczek

City & State

Aventura, FL

Website

Link

First Name

Kelli

Last Name

Puhl

City & State

Wayzata, MN

Website

Link

First Name

Xi

Last Name

Qiao

City & State

San Francisco, CA

Website

Link

First Name

Katherine

Last Name

Rathe

City & State

Los Gatos, CA

Website

Link

First Name

Justin

Last Name

Reese

City & State

Beverly Hills, CA

Website

Link

First Name

Michael

Last Name

Reinbold

City & State

Dallas, TX

Website

Link

First Name

Russell

Last Name

Rifkin

City & State

Bethesda, MD

Website

Link

First Name

Sean

Last Name

Riley

City & State

Fort Lauderdale, FL

Website

Link

First Name

Harris

Last Name

Ringelheim

City & State

Garden City, NY

Website

Link

First Name

Falls

Last Name

Robinson

City & State

Memphis, TN

Website

Link

First Name

Daniel

Last Name

Rothenberg

City & State

Los Angeles, CA

Website

Link

First Name

Mark

Last Name

Ruby

City & State

Akron, OH

Website

Link

First Name

Zachary

Last Name

Sabota

City & State

Tyler, TX

Website

Link

First Name

Nicholas

Last Name

Sadowsky

City & State

Boca Raton, FL

Website

Link

First Name

John

Last Name

Scally

City & State

Florham Park, NJ

Website

Link

First Name

Nicholas

Last Name

Schirripa

City & State

Beverly Hills, CA

Website

Link

First Name

Stockton

Last Name

Schultz

City & State

Mishawaka, IN

Website

Link

First Name

David

Last Name

Sears

City & State

Princeton, NJ

Website

Link

First Name

Scott

Last Name

Serafin

City & State

Atlanta, GA

Website

Link

First Name

Timothy

Last Name

Shelton

City & State

Plymouth, MI

Website

Link

First Name

Chris

Last Name

Shukie

City & State

Boston, MA

Website

Link

First Name

Samuel

Last Name

Sinclair

City & State

Rockland, MA

Website

Link

First Name

Scott

Last Name

Singor

City & State

Norfolk, VA

Website

Link

First Name

Adam

Last Name

Skagen

City & State

Seattle, WA

Website

Link

First Name

Edward

Last Name

Snyder

City & State

Dublin, OH

Website

Link

First Name

Thomas

Last Name

Stadum

City & State

Fargo, ND

Website

Link

First Name

John

Last Name

Straus Jr.

City & State

New York, NY

Website

Link

First Name

Jared

Last Name

Stricklin

City & State

Kansas City, MO

Website

Link

First Name

Jennifer

Last Name

Susco

City & State

Pittsburgh, PA

Website

Link

First Name

Mark

Last Name

Swenson

City & State

Fort Lauderdale, FL

Website

Link

First Name

John

Last Name

Tarquinio

City & State

Pittsburgh, PA

Website

Link

First Name

Nicholas

Last Name

Tarrab

City & State

San Francisco, CA

Website

Link

First Name

Scott

Last Name

Taylor

City & State

Denver, CO

Website

Link

First Name

Timothy

Last Name

Thatcher

City & State

Newport Beach, CA

Website

 

First Name

Michael

Last Name

Theilmann

City & State

Wayzata, MN

Website

Link

First Name

Earl

Last Name

Thompson Iii

City & State

San Diego, CA

Website

Link

First Name

Michael

Last Name

Treinen

City & State

Boise, ID

Website

Link

First Name

Ben

Last Name

Tucker

City & State

Santa Barbara, CA

Website

Link

First Name

Thomas

Last Name

Unger

City & State

Cincinnati, OH

Website

Link

First Name

Alexandra

Last Name

Van Meurs

City & State

Houston, TX

Website

Link

First Name

John

Last Name

Vaudreuil

City & State

Bloomington, MN

Website

Link

First Name

Joseph

Last Name

Vogler

City & State

Paramus, NJ

Website

Link

First Name

Benjamin

Last Name

Walker

City & State

Nashville, TN

Website

Link

First Name

Kalyn

Last Name

Walker

City & State

San Diego, CA

Website

Link

First Name

Kevin

Last Name

Wang

City & State

Boise, ID

Website

Link

First Name

David

Last Name

Wardrop

City & State

New York, NY

Website

Link

First Name

Scott

Last Name

Watson

City & State

Scottsdale, AZ

Website

Link

First Name

William

Last Name

Wilson

City & State

San Francisco, CA

Website

Link

First Name

Kyle

Last Name

Yoneshige

City & State

Honolulu, HI

Website

Link

First Name

Brian

Last Name

Young

City & State

San Diego, CA

Website

Link

First Name

Aric

Last Name

Zamel

City & State

Beverly Hills, CA

Website

Link

First Name

Jason

Last Name

Zilveti

City & State

Scottsdale, AZ

Website

Link

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