29 FAs named to 2019 Financial Times 401 “Top Retirement Plan Advisors” list

New York 10 Oct 2019, 14:00

    

New York, October 10 – In today’s increasingly complex landscape, Corporate Retirement plan sponsors rely more than ever on experienced Consultants to support their retirement plan needs. Our 29 FAs named to the Financial Times 2019 "401 Top Retirement Plan Advisors” list are experienced professionals who are dedicated to helping our corporate clients offer retirement plans designed to give their employees the retirement they envision.

The Financial Times’ annual “Top Retirement Plan Advisors” list, recognizes advisor’s status in six primary areas: DC plan assets under management, DC plan growth rate, specialization in DC plans, years of experience, advanced industry credentials, and compliance record.

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

Ross

Last Name

Cammarata

City & State

Fort Lauderdale, FL

Website

Link

First Name

Brian

Last Name

Catanella

City & State

Philadelphia, PA

Website

Link

First Name

Gerald

Last Name

Chasin

City & State

Jericho, NY

Website

Link

First Name

Daniel

Last Name

Chillemi

City & State

Indianapolis, IN

Website

Link

First Name

Paul

Last Name

Coyner

City & State

Naperville, IL

Website

Link

First Name

Paul

Last Name

D'Aiutolo

City & State

Rochester, NY

Website

Link

First Name

Michael

Last Name

DiGrazia

City & State

Phoenix, AZ

Website

Link

First Name

Rita

Last Name

Fiumara

City & State

Chicago, IL

Website

Link

First Name

Daniel

Last Name

Gaertner

City & State

Westlake, OH

Website

Link

First Name

Harris

Last Name

Gignilliat

City & State

Atlanta, GA

Website

Link

First Name

Chad

Last Name

Goerner

City & State

Princeton, NJ

Website

Link

First Name

Brendon

Last Name

Harbron

City & State

Indianapolis, IN

Website

Link

First Name

Steven

Last Name

Hocking

City & State

Irvine, CA

Website

Link

First Name

Robert

Last Name

Jermine

City & State

Hartford, CT

Website

Link

First Name

Tom

Last Name

Kret

City & State

Barrington, IL

Website

Link

First Name

Bruce

Last Name

Lanser

City & State

Milwaukee, WI

Website

Link

First Name

Matthew

Last Name

Lasko

City & State

Stamford, CT

Website

Link

First Name

Jason

Last Name

Lowy

City & State

Hunt Valley, MD

Website

Link

First Name

Greg

Last Name

Mendoza

City & State

Hartford, CT

Website

Link

First Name

Linda

Last Name

Modico

City & State

New York, NY

Website

Link

First Name

Samantha

Last Name

Parker Hopkins

City & State

Tampa, FL

Website

Link

First Name

Vandyke

Last Name

Price

City & State

Atlanta, GA

Website

Link

First Name

Timothy

Last Name

Rauwald

City & State

Chapel Hill, NC

Website

Link

First Name

Ken

Last Name

Rinehart

City & State

Cincinnati, OH

Website

Link

First Name

Marc

Last Name

Shegoski

City & State

Princeton, NJ

Website

Link

First Name

Megan

Last Name

Smith

City & State

Dallas, TX

Website

Link

First Name

Harlan

Last Name

Spinner

City & State

Los Angeles, CA

Website

Link

First Name

Robert

Last Name

Vaughan

City & State

The Woodlands, TX

Website

Link

First Name

Roger

Last Name

Vierra

City & State

Rockland, MA

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 Americas

Laura Hastings
laura.hastings@ubs.com
Tel: 212 882-5705