NYSE:UBS

21 UBS Advisor Teams in the Philadelphia D.C. Wealth Management Market Named to the 2024 Forbes Best-in-State Wealth Management Teams List

Retrieved on: 
Tuesday, February 13, 2024
Finance, Consulting, Banking, Professional Services, Asset Management, UBS, Mitch Brown

UBS today announced that 21 advisor teams in the firm’s Philadelphia D.C.

Key Points: 
  • UBS today announced that 21 advisor teams in the firm’s Philadelphia D.C.
  • Wealth Management Market have been named to the 2024 Forbes Best-in-State Wealth Management Teams list.
  • “It is truly gratifying to see so many of our talented advisors receive national recognition for their hard work and dedication to clients,” said Julie Fox, Philadelphia D.C. Market Executive at UBS Private Wealth Management.
  • The ranking algorithm is based on qualitative and quantitative criteria including phone and in-person interviews, compliance records and revenue generated for their firms.

37 UBS advisor teams in Florida named to Forbes Best-In-State Wealth Management Teams list

Retrieved on: 
Tuesday, February 13, 2024
Constellation, Research, UBS, Horan, Melissa, Matina, BV, Telephone, Heritage, CFP, Braff, CTFA, Interior design

TAMPA, Fla., Feb. 13, 2024 /PRNewswire/ -- UBS Wealth Management USA announced today that 37 financial advisor teams in Florida have been named to the Forbes Best-In-State Wealth Management Teams list for 2024.

Key Points: 
  • TAMPA, Fla., Feb. 13, 2024 /PRNewswire/ -- UBS Wealth Management USA announced today that 37 financial advisor teams in Florida have been named to the Forbes Best-In-State Wealth Management Teams list for 2024.
  • The UBS wealth management teams named to the list in Florida include:
    Constellation Wealth Management : Nick Sadowsky, CPM®; Hank Boyce, CFA®; Worth Boyce, CFP®; Missy Fierman.
  • CFP®.
  • The Forbes/SHOOK Best-In-State Wealth Management Teams list for 2024 is composed of more than 4,100 teams that collectively manage approximately $5.1 trillion in client assets.

$2 Billion Advisor Team Joins UBS in Paramus, New Jersey

Retrieved on: 
Friday, February 9, 2024
Banking, Asset Management, Professional Services, Finance, Iona University, Wealth, Villanova University, Merrill (company), Corporate services, Fairleigh Dickinson University, Minor planet, Marketing, Exit planning, Associate, UBS, Ramapo College

The team will be located in the Paramus, New Jersey Private Wealth Management office of UBS, managed by Market Director Adam Kamm.

Key Points: 
  • The team will be located in the Paramus, New Jersey Private Wealth Management office of UBS, managed by Market Director Adam Kamm.
  • “Matt, Larry, and Chris are pillars of their community, and we are proud to welcome their team to UBS,” said Christopher DiMuria, Market Executive for Manhattan at UBS Wealth Management USA.
  • Matthew L. Foley, CPWA®, CIMA®, CEPA®, joins UBS as a Managing Director and Private Wealth Advisor.
  • Lawrence M. DeLuise, CFP®, CPWA®, CIMA®, joins UBS as a Managing Director and Private Wealth Advisor.

UBS Advisor Team Rimmel Mehaffey Pessy Wealth Consulting Group Named to Forbes Best-In-State Wealth Management Teams list

Retrieved on: 
Wednesday, February 7, 2024
Professional Services, Finance, Consulting, Asset Management, Banking, Personal Finance, Coalition, Family, Northern Tier (United States), History, Telephone, American Cancer Society, Research, Strategic planning, Friends, Pittsburgh Symphony Orchestra, Business, Light, Architecture, Miami University, Duquesne University, Investment, University, Sport, UBS, Golf

UBS Wealth Management USA today announced that Rimmel Mehaffey Pessy Wealth Consulting Group , an advisor team in the firm’s Pittsburgh, PA office, has been named to the Forbes Best-In-State Wealth Management Teams list for 2024.

Key Points: 
  • UBS Wealth Management USA today announced that Rimmel Mehaffey Pessy Wealth Consulting Group , an advisor team in the firm’s Pittsburgh, PA office, has been named to the Forbes Best-In-State Wealth Management Teams list for 2024.
  • This is the second consecutive year that the team has been ranked the top advisor team (#1) in Pennsylvania – West by Forbes.
  • “We’re proud of the team’s dedication, leadership, and excellence in helping each client pursue what matters most to them.”
    Rimmel Mehaffey Pessy Wealth Consulting Group is led by Financial Advisors Jim Rimmel and Dan Pessy.
  • Dan Pessy began his career at UBS in December 1999, joining the Rimmel Mehaffey Pessy Wealth Consulting Group in August 2000.

Seven UBS advisor teams in Arizona named to the Forbes Best-in-State Wealth Management Teams 2024 list

Retrieved on: 
Tuesday, February 6, 2024
Asset Management, Professional Services, Finance, Ethos, Consultant, Research, UBS, Woman, Financial adviser

UBS Wealth Management USA announced today that seven of the firm’s financial advisor teams in Arizona have been named to the Forbes Best-In-State Wealth Management Teams list for 2024.

Key Points: 
  • UBS Wealth Management USA announced today that seven of the firm’s financial advisor teams in Arizona have been named to the Forbes Best-In-State Wealth Management Teams list for 2024.
  • “We are proud that our advisor teams here in Arizona, as well as many others across the US, have received this prestigious industry recognition.”
    The UBS wealth management teams named to the list in Arizona are:
    The Schultz Group , ranked #1 in the state, includes Financial Advisors Steven Schultz, Stockton Schultz, and Justin Low.
  • Jennifer has been recognized twice to the Forbes Top Women Wealth Advisors list (2020, 2023) and Scott has been named to the Forbes Top Next-Gen Advisors list (2019).
  • The second annual Forbes/SHOOK Best-In-State Wealth Management Teams list features more than 4,100 teams with cumulative assets of $5.1 trillion.

UBS Declares Coupon Payments on 5 ETRACS Exchange Traded Notes

Retrieved on: 
Friday, February 2, 2024
Banking, Asset Management, Professional Services, Finance, ETN, Current yield, Name, Index, Tax, Zorg, Prospectus

For more information on each ETRACS ETN, see “ List of ETNs ”.

Key Points: 
  • For more information on each ETRACS ETN, see “ List of ETNs ”.
  • ** “Current Yield (annualized)” equals the current Coupon Amount and the two immediately preceding Coupon Amounts, multiplied by four (to annualize such coupons), divided by the closing Current Indicative Value of the ETN on its current Coupon Valuation Date rounded to two decimal places for ease of analysis.
  • The Current Yield is not indicative of future coupon payments, if any, on the ETN.
  • As such, the Current Yield is not indicative of future coupon payments, if any, on these ETNs.

$1.3 Billion Advisor Team Joins UBS in Albany, New York

Retrieved on: 
Friday, February 2, 2024
Banking, Asset Management, Professional Services, Finance, Health, Athlete, Merrill (company), Adviser, MBA, Fame, Hall, AllianceBernstein, Entertainment, Sport, Syracuse University, UBS

UBS Wealth Management USA today announced that a four-person advisor team, The Hart Group, has joined the firm.

Key Points: 
  • UBS Wealth Management USA today announced that a four-person advisor team, The Hart Group, has joined the firm.
  • Together, they manage approximately $1.3 billion in client assets for high-net-worth individuals and families, specializing in the Athletes and Entertainers segment.
  • The Hart Group joins the UBS Greater New England Market, managed by William Cholawa, and will be in the Albany, New York office, led by Gabriel D’Amica.
  • “On behalf of UBS, I am thrilled to welcome the Hart Group to the firm,” said Market Director Gabriel D’Amica.

UBS advisor team The Stephens Group named to the Forbes Best-In-State Wealth Management Teams list

Retrieved on: 
Thursday, February 1, 2024
Telephone, Research, Lundon, Stephens Inc., UBS

NAPLES, Fla., Feb. 1, 2024 /PRNewswire/ -- UBS Wealth Management USA announced today that The Stephens Group , led by UBS private wealth advisors Jason E. Stephens and Michael Lundon, in Naples, Florida, has been named to the Forbes Best-In-State Wealth Management Teams list for 2024.

Key Points: 
  • NAPLES, Fla., Feb. 1, 2024 /PRNewswire/ -- UBS Wealth Management USA announced today that The Stephens Group , led by UBS private wealth advisors Jason E. Stephens and Michael Lundon, in Naples, Florida, has been named to the Forbes Best-In-State Wealth Management Teams list for 2024.
  • "We are proud and honored that Jason, Michael and their entire team have been recognized as one of the top wealth management teams in Florida for the second consecutive year," said Brad Smithy, Florida Market Executive at UBS Wealth Management USA.
  • Jason Stephens previously has been named to the Forbes Best-In-State Wealth Advisors list (2018-2023), the Forbes America's Top Wealth Advisors list (2017-2023), and the Barron's Top 1,200 Financial Advisors list (2014-2023).
  • The Forbes/SHOOK Best-In-State Wealth Management Teams list for 2024 is composed of more than 4,100 teams that collectively manage approximately $5.1 trillion in client assets.

UBS Advisor Team Highbridge Wealth Management Named to Forbes Best-In-State Wealth Management Teams List

Retrieved on: 
Wednesday, January 24, 2024
Banking, Asset Management, Professional Services, Finance, Telephone, UBS, Research, Education

UBS Wealth Management USA announced today that Highbridge Wealth Management , an advisor team in the firm’s Plano, Texas office, has been named to the Forbes Best-In-State Wealth Management Teams list for 2024.

Key Points: 
  • UBS Wealth Management USA announced today that Highbridge Wealth Management , an advisor team in the firm’s Plano, Texas office, has been named to the Forbes Best-In-State Wealth Management Teams list for 2024.
  • “It is extremely gratifying to see this team recognized again among the state’s top advisors,” said Tommy Stacy, Texas Market Director at UBS Private Wealth Management.
  • I’m proud to congratulate them on this extraordinary industry achievement.”
    The Highbridge Wealth Management team at UBS has guided generations of families, executives and entrepreneurs through complex wealth challenges.
  • The second annual Forbes/SHOOK Best-In-State Wealth Management Teams list features more than 4,100 teams with cumulative assets of $5.1 trillion.

UBS advisor team Endurance Artist Management named to the Forbes Best-in-State Wealth Management Teams list

Retrieved on: 
Monday, January 22, 2024
Banking, Asset Management, Professional Services, Finance, UBS, Athlete, Sport, Initial public offering, Endurance, Telephone, Wealth, Research

UBS Wealth Management USA announced today that Endurance Artist Management , an advisor team in the firm’s Los Angeles, California office has been named to the Forbes Best-In-State Wealth Management Teams list for 2024.

Key Points: 
  • UBS Wealth Management USA announced today that Endurance Artist Management , an advisor team in the firm’s Los Angeles, California office has been named to the Forbes Best-In-State Wealth Management Teams list for 2024.
  • This is the second consecutive year the team has been named to the list.
  • The Endurance Artist Management team also includes Wealth Strategy Associate Peter Repar and Client Associate Alexander Chumas.
  • The Forbes/SHOOK Best-In-State Wealth Management Teams list features more than 4,100 teams with cumulative assets of $5.1 trillion.