News
25 UBS FAs named to Forbes Top 100 / Top 200 list
Congratulations to our 2016 list makers!
On Wednesday, August 3, 2016, Forbes published its list of Top 100 and Top 200 Financial Advisors, which honors the best performing FAs across the US. This marks Forbes first external recognition list that RJ Shook is creating in partnership with Forbes.
"The field leadership team and I would like to congratulate the Advisors who made this inaugural list," said Brian Hull, Head of WMA Advisory Group. "It is great to see our FA's dedication to their clients, our firm, and the industry recognized in this type of forum."
UBS Advisors in the Top 100 and Top 200
Name |
City |
State |
Website |
Jonathan Beukelman* |
Lincoln |
NE |
|
Andrew Burish* |
Madison |
WI |
|
Craig Chiate |
Los Angeles |
CA |
|
Terry Cook* |
Bellevue |
WA |
|
Sean Dillon |
Boston |
MA |
|
David Ellis, III* |
Cincinnati |
OH |
|
R. Christopher Errico* |
New York |
NY |
|
Paul Feinstein |
Los Angeles |
CA |
|
Drew Freides* |
Los Angeles |
CA |
|
William Greco* |
Hartford |
CT |
|
Louise Gunderson |
New York |
NY |
|
Martin Halbfinger* |
New York |
NY |
|
Michael Kanigher |
Los Angeles |
CA |
|
Jason Katz* |
New York |
NY |
|
Jeffrey Kobernick* |
New York |
NY |
|
Steven Levine |
Los Angeles |
CA |
|
Michael Matthews |
Bellevue |
WA |
|
Mark Moore |
Austin |
TX |
|
Michael Poppo* |
New York |
NY |
|
Peter Rukeyser |
New York |
NY |
|
Daniel Schwartz |
Paramus |
NJ |
|
Robert Sechan* |
New York |
NY |
|
Kurt Sylvia |
Palm Beach |
FL |
|
Jacqueline Willens |
New York |
NY |
|
Alexander Williams |
New York |
NY |
*Advisors ranked in the Top 100
The rankings were developed by Forbes partner SHOOK Research, and are based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors such as revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.