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23 Advisors in the UBS Northeast Private Wealth Management Market Named to the Forbes/SHOOK Best-In-State Wealth Advisors List

By: via Business Wire

UBS Private Wealth Management today announced that 23 advisors in the firm’s Northeast Private Wealth Management market have been named to the Forbes/SHOOK Research Best-In-State Wealth Advisors list for 2022.

“Congratulations to our advisors on this momentous industry recognition,” said Julie Fox, Northeast Market Head at UBS Private Wealth Management. “It is extremely gratifying to see our advisors acknowledged for their long-standing commitment to providing clients with the highest quality of financial services.”

UBS advisors in the Northeast Private Wealth Management market named to the list are:

Boston: Andrea Bevis, Jonathan Galli, Justin Glucksman, Trammel Martin, Jose Rodriguez, Jeremy Seidman and William J. Sullivan

Charlotte, NC: Gregory Cash and Mitchell Wickham

Greenwich, CT: William Gourd, Fred Hahn and Derek Thompson

Newport, RI: James Hilton

Philadelphia: John Garvey and Michael Greenly

Rochester: David Mattia

Stamford, CT: Teresa Jacobsen, Thomas Mantione and Andrew Shantz

Washington, DC: William B. Finnerty, Jared Max Hendler, Gregory H. Marcus and Rod von Lipsey

This year’s Forbes/SHOOK Research Best-In-State Wealth Advisors list is comprised of more than 6,500 advisors across the country who collectively manage $10 trillion in client assets. The ranking algorithm is based on qualitative and quantitative criteria including phone and in-person interviews, compliance records and revenue generated for their firms.

For the full list and further information visit:

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's 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 more than 50 regions and locations, with about 30% of its employees working in the Americas, 30% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

© UBS 2022. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Although neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings, UBS may hire RJ Shook to be a speaker for events. Past performance is not an indication of future results.


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