News

25 UBS FAs named to Forbes Top 100 / Top 200 list

New York WM Americas News

Congratulations to our 2016 list makers!

Wealth Advisors

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

http://www.ubs.com/team/bgroup

Andrew Burish*

Madison

WI

http://www.ubs.com/team/burishgroup

Craig Chiate

Los Angeles

CA

http://www.ubs.com/team/bcobteam

Terry Cook*

Bellevue 

WA

http://www.ubs.com/team/cascade

Sean Dillon

Boston

MA

http://www.ubs.com/team/dillon

David Ellis, III*

Cincinnati 

OH

http://www.ubs.com/team/ellisgroup

R. Christopher Errico*

New York

NY

http://www.ubs.com/team/erricopartners

Paul Feinstein

Los Angeles

CA

http://www.ubs.com/fa/paulfeinstein

Drew Freides*

Los Angeles

CA

http://www.ubs.com/team/thefreideskanighergroup

William Greco*

Hartford

CT

http://www.ubs.com/fa/williamgreco

Louise Gunderson

New York

NY

http://www.ubs.com/fa/louisegunderson

Martin Halbfinger*

New York

NY

http://www.ubs.com/team/halbfingergroup

Michael Kanigher

Los Angeles

CA

http://www.ubs.com/team/thefreideskanighergroup

Jason Katz*

New York

NY

http://www.ubs.com/fa/jasonmkatz

Jeffrey Kobernick*

New York

NY

http://www.ubs.com/fa/jeffreykobernick

Steven  Levine

Los Angeles

CA

http://www.ubs.com/team/lw

Michael Matthews

Bellevue

WA

http://www.ubs.com/fa/mmatthews

Mark Moore

Austin

TX

http://www.ubs.com/fa/markmoore

Michael Poppo*

New York

NY

http://www.ubs.com/team/thepoppogroup

Peter Rukeyser

New York

NY

http://www.ubs.com/team/rukeyser_williams

Daniel Schwartz

Paramus

NJ

http://www.ubs.com/team/thealfagroup

Robert Sechan*

New York

NY

http://www.ubs.com/fa/rsechan

Kurt Sylvia

Palm Beach

FL

http://www.ubs.com/fa/kurtsylvia

Jacqueline Willens

New York

NY

http://www.ubs.com/team/willensgroup

Alexander Williams

New York 

NY

http://www.ubs.com/team/rukeyser_williams

*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.