40 UBS Advisors named to Forbes 2019 "America's Top Wealth Advisors" list

New York 19 Sep 2019, 08:00

    

New York, September 18 - Forbes recently released their “America's Top Wealth Advisors” list and recognized 40 Financial Advisors at UBS. They were among 250 talented financial advisors who represent the best minds of the wealth management industry.

Forbes profiled our own Louise Gunderson who stated, “We have about one year’s worth of cash flow for everybody now because when volatility picked up, I wanted to make sure the cash bucket was there.” Gunderson participated in a roundtable hosted by Forbes and SHOOK Research, which featured five advisors who manage a combined $23 billion. Additionally, UBS has two Financial Advisors featured in Forbes Top Wealth Advisors top 10, including Christopher Errico at number 3 and Andy Burish at number 10.

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

Rich

Last Name

Abrams

City & State

New York, NY

Website 

Link

First Name

Christopher

Last Name

Aitken

City & State

Ponte Vedra, FL

Website 

Link

First Name

Brian

Last Name

Bennett

City & State

New York, NY

Website 

Link

First Name

Rob

Last Name

Bertino

City & State

Dallas, TX

Website 

Link

First Name

Jonathan

Last Name

Beukelman

City & State

Lincoln, NE

Website 

Link

First Name

Mark

Last Name

Binder

City & State

Las Vegas, NV

Website 

Link

First Name

Andy

Last Name

Burish

City & State

Madison, WI

Website 

Link

First Name

Craig

Last Name

Chiate

City & State

Los Angeles, CA

Website 

Link

First Name

Terry

Last Name

Cook

City & State

Bellevue, WA

Website 

Link

First Name

Sean

Last Name

Dillon

City & State

Boston, MA 

Website 

Link

First Name

Jason

Last Name

Dworak

City & State

Lincoln, NE

Website 

Link

First Name

David

Last Name

Ellis, III

City & State

Cincinnati, OH

Website 

Link

First Name

Adam

Last Name

Epstein

City & State

New York, NY

Website 

Link

First Name

Christopher

Last Name

Errico

City & State

New York, NY

Website 

Link

First Name

Mark

Last Name

Fendrick

City & State

Mount Laurel, NJ

Website 

Link

First Name

Drew

Last Name

Freides

City & State

Los Angeles, CA

Website 

Link

First Name

Ghislain

Last Name

Gouraige

City & State

Coral Gables, FL

Website 

Link

First Name

William

Last Name

Greco

City & State

Hartford, CT 

Website 

Link

First Name

Louise

Last Name

Gunderson

City & State

New York, NY

Website 

Link

First Name

Martin

Last Name

Halbfinger

City & State

New York, NY

Website 

Link

First Name

Michael

Last Name

Kanigher

City & State

Los Angeles, CA

Website 

Link

First Name

Jason

Last Name

Katz

City & State

New York, NY

Website 

Link

First Name

Bud

Last Name

King

City & State

St Louis, MO

Website 

Link

First Name

Jeffrey

Last Name

Kobernick

City & State

New York, NY

Website 

Link

First Name

Ira

Last Name

Kravitz

City & State

Plano, TX 

Website 

Link

First Name

Joseph

Last Name

Matina

City & State

Short Hills, NJ

Website 

Link

First Name

Michael

Last Name

Matthews

City & State

Bellevue,WA

Website 

Link

First Name

Rob

Last Name

Metcalf

City & State

Minneapolis, MN

Website 

Link

First Name

Michael

Last Name

Poppo

City & State

New York, NY

Website 

Link

First Name

Emily

Last Name

Rubin

City & State

New York, NY

Website 

Link

First Name

Peter

Last Name

Rukeyser

City & State

New York, NY

Website 

Link

First Name

Dan

Last Name

Schwartz

City & State

Paramus, NJ

Website 

Link

First Name

Rob

Last Name

Sechan

City & State

New York, NY

Website 

Link

First Name

Scott

Last Name

Stackman

City & State

New York, NY

Website 

Link

First Name

Jason

Last Name

Stephens

City & State

Naples, FL

Website 

Link

First Name

William

Last Name

Sullivan

City & State

Boston, MA 

Website 

Link

First Name

Roger

Last Name

Wacker

City & State

Los Angeles, CA

Website 

Link

First Name

Ira

Last Name

Walker

City & State

Red Bank, NJ

Website 

Link

First Name

Jacqueline

Last Name

Willens

City & State

New York, NY

Website 

Link

First Name

Alex

Last Name

Williams

City & State

New York, NY

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