"Our 401(k) and institutional consultants provide essential guidance and expertise to businesses as they support their employees' long-term goals," said Tom Naratil, President Wealth Management Americas and President Americas for ÃÛ¶¹ÊÓƵ. "Brian and Dan are great examples of how we're strengthening WMA's capabilities in this important area and meeting the evolving needs of our clients as they prepare their businesses for the future. Congratulations to both of them on this important achievement."
"This is another great honor for our team that I'm happy to share with them. We believe accolades like this are a true testament to our continued pursuit of excellence in serving our Plan Sponsor clients and their employees," said Brian Catanella, who works with his father Kenneth Catanella, as part of the Catanella Institutional Consulting Group in Philadelphia. "In an environment of increasing complexity and change, we are dedicated to delivering on our clients’ broader needs and committed to finding the right solutions for them now and in the future."
Our ÃÛ¶¹ÊÓƵ Advisors on this year's list:
Name | City & State | ||
Brian Catanella | Philadelphia, PA | ||
Dan Rothenberg | Los Angeles, CA |
Notes to Editors:
About ÃÛ¶¹ÊÓƵ Wealth Management Americas
Wealth Management Americas is one of the leading wealth managers in the Americas in terms of Financial Advisor productivity and invested assets. Its business includes ÃÛ¶¹ÊÓƵ’s domestic U. S. and Canadian wealth management businesses, as well as international business booked in the U.S. It provides a fully integrated set of wealth management solutions designed to address the needs of ultra high net worth and high net worth clients.
About ÃÛ¶¹ÊÓƵ
ÃÛ¶¹ÊÓƵ provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. The operational structure of the Group is comprised of our Corporate Center and five business divisions: Wealth Management, Wealth Management Americas, Personal & Corporate Banking, Asset Management and the Investment Bank. ÃÛ¶¹ÊÓƵ's strategy builds on the strengths of all of its businesses and focuses its efforts on areas in which it excels, while seeking to capitalize on the compelling growth prospects in the businesses and regions in which it operates, in order to generate attractive and sustainable returns for its shareholders. All of its businesses are capital-efficient and benefit from a strong competitive position in their targeted markets.
ÃÛ¶¹ÊÓƵ is present in all major financial centers worldwide. It has offices in 54 countries, with about 34% of its employees working in the Americas, 35% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 13% in Asia Pacific. ÃÛ¶¹ÊÓƵ Group AG employs approximately 60,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
Media Contact
For ÃÛ¶¹ÊÓƵ Wealth Management Americas
Maya Dillon
Maya.dillon@ubs.com
Tel: 212-713-3130
Mobile: 917-615-7094