News
63 FAs named to FT Top 400*
Congratulations to our UBS Financial Advisors honored by the Financial Times
Today, the Financial Times announced its list of the Top 400 Financial Advisers. In all, 63 UBS WMA FAs secured spots on the annual list, which takes into consideration factors like assets under management (AUM), AUM growth rate, years of experience, compliance record, industry certifications and online accessibility.
To learn more about each advisor and their business, visit their websites below.
|
First Name |
City |
State |
Website |
|---|---|---|---|
Jerry Duncan |
Liberty Park |
AL |
|
Tony Smith |
Liberty Park |
AL |
|
Hardy Winburn |
Little Rock |
AR |
|
Mark Binder |
Los Angeles |
CA |
|
Drew Freides |
Los Angeles |
CA |
|
Mark Friedman |
San Francisco |
CA |
|
Kelly Jay |
Walnut Creek |
CA |
|
Michael Kanigher |
Los Angeles |
CA |
|
Ryan McClellan |
Los Angeles |
CA |
|
Joseph Schirripa |
Beverly Hills |
CA |
|
Lawrence Smith |
Brea |
CA |
|
Mary Mattson Kenworthy |
Stamford |
CT |
|
William Gourd |
Stamford |
CT |
|
William Greco |
Hartford |
CT |
|
Keith Apton |
Washington |
DC |
|
Barry Haffner |
Washington |
DC |
|
Sean Fetterman |
Boca Raton |
FL |
|
Ghislain Gouraige |
Coral Gables |
FL |
|
Jason Stephens |
Naples |
FL |
|
Kurt Sylvia |
Palm Beach |
FL |
|
Keith Mericka |
Atlanta |
GA |
|
John Montgomery |
Atlanta |
GA |
|
Justin Ryan |
Atlanta |
GA |
|
Christopher Pfaff |
Chicago |
IL |
|
Sean Dillon |
Boston |
MA |
|
Wyatt Larsen |
Boston |
MA |
|
Maxwell Peckler |
Boston |
MA |
N/A |
James Taylor |
Boston |
MA |
|
Thomas Wood |
Boston |
MA |
|
Jonathan Murray |
Hunt Valley |
MD |
|
Edward "Ted"Smith |
Baltimore |
MD |
|
Jon Vigi |
Birmingham |
MI |
|
Charles Major |
Minneapolis |
MN |
|
Robert Metcalf |
Minneapolis |
MN |
|
Devin Darcangelo |
Paramus |
NJ |
|
Mark Fendrick |
Mount Laurel |
NJ |
|
Mark Lichtenfeld |
Florham Park |
NJ |
|
Joseph Matina |
Short Hills |
NJ |
|
Eric Schwartz |
Florham Park |
NJ |
|
Daniel Schwartz |
Paramus |
NJ |
|
Ira Walker |
Red Bank |
NJ |
N/A |
Michael Chudd |
Las Vegas |
NV |
|
Jonathan Adamsky |
New York |
NY |
N/A |
Richard Greenspan |
New York |
NY |
|
Martin Halbfinger |
New York |
NY |
|
Sean Kilduff |
New York |
NY |
|
Jeffrey Kobernick |
New York |
NY |
|
Michael Poppo |
New York |
NY |
N/A |
Peter Rukeyser |
New York |
NY |
|
Robert Sechan |
New York |
NY |
|
Charles Temel |
New York |
NY |
N/A |
Ron Vinder |
New York |
NY |
|
Alexander William |
New York |
NY |
|
William Schoff |
Rochester |
NY |
|
David Ellis |
Cincinnati |
OH |
|
Benjamin Archer |
Conshohocken |
PA |
|
Peter Strope |
Southpointe |
PA |
|
Mark Elias |
Houston |
TX |
|
Ira Kravitz |
Plano |
TX |
|
Glen Mintz |
Park City |
UT |
|
Terry Cook |
Bellevue |
WA |
|
Michael Matthews |
Bellevue |
WA |
|
Andrew Burish |
Madison |
WI |
*About the list
The Financial Times 400 Top Financial Advisors is an independent listing produced by the Financial Times (March, 2016). The FT 400 is based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility as identified by the FT. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 400. Past performance is not a guarantee of future results.