Articles from UBS Private Wealth Management

UBS Private Wealth Management today announced the hiring of Financial Advisor Zachary Sobel in Palm Beach Gardens, Florida.

UBS Private Wealth Management today announced that Andrea Freiman, CFP®, has joined the firm as a Financial Advisor in South Florida. She joins the UBS Miami Private Wealth Management market, led by Brad Rosenberg, and will be located in the Coral Gables office. Prior to joining UBS, Andrea was a senior banker at J.P. Morgan Private Bank, where she advised ultra high net worth families in the U.S. and Latin America for over a decade.

UBS Private Wealth Management announced today that Mainsail Wealth Partners, an advisor team in the firm’s Los Angeles Private Wealth office has been named to the Forbes America’s Top 100 Private Wealth Management Teams list for 2023, ranking #7 in the nation.

UBS Private Wealth Management today announced that The Klinger Quan Group, led by Private Wealth Advisors Jeffrey Klinger and Bradley Quan, has joined the firm in San Francisco, CA. Jeffrey and Bradley focus on providing bespoke wealth management solutions and advice for ultra-high net worth individuals, families and executives.

UBS Private Wealth Management today announced that a five-person team, managing a combined $1 billion in client assets, has joined the firm in Providence, RI. The team, Narragansett Bay Group, is led by Private Wealth Advisors Joseph P. Tamburini, Nancy A. Pasquariello and Nathan J. Hickney.

UBS Private Wealth Management announced today that Private Wealth Advisors Drew Freides and Michael Kanigher have been named to the Forbes/SHOOK Research America’s Top Wealth Advisors list for 2022. Drew and Michael are Managing Directors at Mainsail Wealth Partners in UBS’s West Coast Market and are ranked #13 and #89 in the country, respectively.

UBS Private Wealth Management today announced that Private Wealth Advisor Benjamin (“Ben”) Flaim has joined the firm in Boston.

UBS Private Wealth Management announced today that Wise River Advisors, an advisor team in the firm’s West Coast Private Wealth Management Market, has been ranked ninth in the nation in the Barron’s Top 100 Private Wealth Teams list for 2022.

UBS Private Wealth Management announced today that Stephen McCashin has rejoined the firm as a Private Wealth Advisor and Managing Director in the West Coast Private Wealth Management Market.

UBS Private Wealth Management announced today that Thomas Mahoney CFA®, a Private Wealth Advisor in the firm’s Los Angeles office, has been named to the Forbes Best-In-State Wealth Advisor list for 2022.

UBS Private Wealth Management announced today that Drew Freides, a Private Wealth Advisor and Managing Director in the firm’s West Coast Private Wealth Management Market, has been named to the Forbes/SHOOK Research Best-in-State Wealth Advisors list for 2022. Drew ranked #1 in the Los Angeles Private Wealth Management category and has appeared on the Forbes/SHOOK Best-In-State Wealth Advisors list for five consecutive years.

UBS Private Wealth Management today announced that Private Wealth Advisors Mikail Qazi and Timothy Martin have joined the firm in Washington, D.C. The team manages approximately $500 million in client assets for high net worth and ultra-high net worth individuals and families. Mikail and Timothy join the UBS Northeast Private Wealth market, managed by Julie Fox, and report to Branch Manager Brendan Graham.

UBS Private Wealth Management announced today that advisors Jonathan Beukelman, Michael Chudd, Mark Geist, and Jeremy Keller of the firm’s Montage Financial Group have been named to the Forbes/SHOOK Best-in-State Wealth Advisors list for 2022.

UBS Private Wealth Management announced today that Jonathan Beukelman, an advisor in the firm’s Denver office has been named to Barron’s Top 1,200 Financial Advisors list for 2022.

UBS Private Wealth Management today announced that Gregory (“Greg”) Cash and Mitchell Wickham, two Private Wealth Advisors in the Northeast market have been named to the Barron’s Top 100 Financial Advisors list for 2022. Greg and Mitchell of Wickham Cash Partners are based in Charlotte, NC.

UBS Private Wealth Management today announced that two Private Wealth Advisors in the firm’s Northeast market have been named to the Working Mother/SHOOK Research Top Wealth Advisor Moms list for 2021. The advisors are Andrea Bevis, based in Boston, Massachusetts (MA) and Teresa Jacobsen, based in Stamford, Connecticut (CT).

UBS Private Wealth Management announced today that a six-person Financial Advisor team has joined the firm in Indianapolis, Indiana. The team, called FEF Wealth Partners, serves ultra-high net worth (UHNW) families and institutions across the country, primarily in Indiana and Kentucky. They join UBS from J.P. Morgan Private Bank.

UBS Private Wealth Management announced today that Financial Advisor Daniel (“Dan”) Gray has joined the firm in Los Angeles, California. Over the past 18 years, Dan has built a successful practice serving ultra-high-net-worth individuals and families.

UBS Private Wealth Management announced today that four Financial Advisors in Southern California have been named to the Forbes/SHOOK Research Top 250 Wealth Advisors list for 2021. The UBS advisors named to the list are Drew Freides, Michael D. Kanigher, Mark N. Binder and Craig S. Chiate.

UBS Private Wealth Management announced today that Ron Pillar has joined the firm as a Financial Advisor in South Florida. He will join Integra Partners, a local team led by advisors Brian Beraha, Vicente del Rio and Horacio Aguirre. Ron will advise ultra-high-net-worth individuals and families, as well as business owners who own or have recently exited a company within the technology, media and telecommunications (“TMT”) sector.

UBS Private Wealth Management announced today that Wendy Spinner, a Private Wealth Advisor in the firm’s Los Angeles office, received an honorable mention in the Catalyst Award category at the 15th Annual Invest in Others Awards.

UBS Private Wealth Management today announced that Melissa Corrado-Harrison, a Private Wealth Advisor in the firm’s downtown Denver office, has been named to the Barron’s Top 100 Women Financial Advisors list for 2021.

UBS Private Wealth Management announced today that John “JT” Davenport, Angela Colombani and Sean Livingston have joined the firm in San Francisco, California. The team brings over five decades of combined experience to UBS and joins the firm after more than 10 years at J.P. Morgan Private Bank, where they built a successful business advising ultra-high-net-worth families. They manage $10.5 billion in client assets.

UBS Private Wealth Management announced today that Thomas “Tom” Mahoney, a Private Wealth Advisor and Senior Portfolio Manager with the firm in Los Angeles, California, has been named to the 2021 Forbes/SHOOK Research Best-in-State Wealth Advisors list.

UBS Private Wealth Management today announced that Financial Advisors John Farrell and Joel East have joined the firm in Fort Worth, Texas.

UBS Private Wealth Management announced today that a six-person team managing $5 billion in assets has joined the firm in UBS’s South Florida market.

UBS Private Wealth Management announced today that a three-person team managing over $1.8 billion in assets has joined the firm in UBS’s South Florida market.