News

34 UBS FAs among the Top 250

New York Media Releases Americas Wealth Management Americas WM Americas News

Congratulations to those named on the 2017 Forbes/SHOOK list!

New York, October 19 - Forbes magazine announced that UBS has 34 Advisors on the 2017 Forbes/SHOOK Top 250 Wealth Advisors list; and fourteen of the Advisors were featured on the Top 100 list. Nominees were evaluated based on AUM, production, and years of experience. To be considered for the list, the individual had to have at least $2 million in production, with at least seven years of experience as an Advisor, and with one year at their current firm.

"These men and women have risen to the top of our industry thanks to an unwavering commitment to delivering holistic advice and solutions that help clients to achieve their goals," said Tom Naratil, President WMA and President Americas, "Each of these Advisors have set a high standard for their peers, and I'm very proud of the important contributions they're making to UBS's success."

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

Name

City

Website

Rich Abrams

New York, NY

 

Sonia Attkiss

New York, NY

 

Jonathan Beukelman

Lincoln, NE

Link

Douglass Braff

New York, NY

Link

Andy Burish

Madison, WI

Link

Craig Chiate

Los Angeles, CA

 

Robert Cohen

Garden City, NY

Link

Terry Cook

Bellevue, WA

Link

Sean Dillon

Boston, MA

Link

Jason Dworak

Lincoln, NE

Link

David Ellis, III

Cincinnati, OH

Link

Christopher Errico

New York, NY

Link

Drew Freides

Los Angeles, CA

Link

William Greco

Hartford, CT

Link

Louise Gunderson

New York, NY

Link

Martin Halbfinger

New York, NY

Link

Michael Kanigher

Los Angeles, CA

Link

Jason Katz

New York, NY

Link

Bud King

St. Louis, MO

Link

Jeffrey Kobernick

New York, NY

Link

Steve Levine

Los Angeles, CA

Link

Joseph Matina

Short Hills, NJ

Link

Michael Matthews

Bellevue, WA

Link

Michael Poppo

New York, NY

Link

Emily Rubin

New York, NY

Link

Peter Rukeyser

New York, NY

Link

Dan Schwartz

Paramus, NJ

Link

Rob Sechan

New York, NY

Link

Jason Stephens

Naples, FL

Link

Pete Strope

Canonsburg, PA

Link

William Sullivan

Boston, MA

Link

Kurt Sylvia

West Palm Beach, FL

Link

Jacqueline Willens

New York, NY

Link

Alex Williams

New York, NY

 

Notes to Editors:

About UBS Wealth Management Americas 

Wealth Management Americas is one of the leading wealth managers in the Americas in terms of Financial Advisor productivity and invested assets. Its business includes UBS’s domestic U. S. and Canadian wealth management businesses, as well as international business booked in the U.S. It provides a fully integrated set of wealth management solutions designed to address the needs of ultra high net worth and high net worth clients.

About UBS 

UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. The operational structure of the Group is comprised of our Corporate Center and five business divisions: Wealth Management, Wealth Management Americas, Personal & Corporate Banking, Asset Management and the Investment Bank. UBS's strategy builds on the strengths of all of its businesses and focuses its efforts on areas in which it excels, while seeking to capitalize on the compelling growth prospects in the businesses and regions in which it operates, in order to generate attractive and sustainable returns for its shareholders. All of its businesses are capital-efficient and benefit from a strong competitive position in their targeted markets. 

UBS is present in all major financial centers worldwide. It has offices in 54 countries, with about 34% of its employees working in the Americas, 35% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 13% in Asia Pacific. UBS Group AG employs approximately 60,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

Media Contact

For UBS Wealth Management Americas
Maya Dillon
Maya.dillon@ubs.com
Tel:  212-713-3130
Mobile:  917-615-7094