New York - July 25Ìý- Forbes recently released their 2018 "Top Next-Gen Wealth Advisors" ranking and recognized 126 Financial Advisors at ÃÛ¶¹ÊÓƵ. They were among 1,000 talented, young advisors born in 1980 or later who represent the future of our wealth management industry.ÌýAric Zamel, Senior Vice President, Wealth Management in our Beverly Hills office, is among the top 10 in the country.
"Shifting demographics and new ways of serving client needs are affecting our industry," said Brian Hull, Head WM USA."These Advisors are helping to lead the way in delivering our firm's capabilities and solutions to the clients we serve today and the clients we'll serve in the future. Congratulations to each of them on this honor."
Our ÃÛ¶¹ÊÓƵ Advisors on this year's list:
Name | Name | City & State | City & State |
|---|---|---|---|
Name | David Almquist | City & State | Boston, MA |
Name | Stephen Andres | City & State | San Francisco, CA |
Name | Nicholas Barbieri | City & State | Hunt Valley, MD |
Name | Michael Barnes | City & State | San Angelo, TX |
Name | Brent Barnhart | City & State | New York, NY |
Name | Natalie Barron | City & State | Seal Beach, CA |
Name | Joshua Basen | City & State | Westlake, OH |
Name | Matthew Bechtel | City & State | Boston, MA |
Name | Andrea Bevis | City & State | Boston, MA |
Name | Andrew Bocknek | City & State | Farmington Hills, MI |
Name | Justin Bowers | City & State | Florham Park, NJÌýÌýÌýÌýÌý |
Name | William Bragdon | City & State | Greenville, SCÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Andrew Bruen | City & State | Florham Park, NJÌýÌýÌýÌýÌý |
Name | Jacob Bryant | City & State | Boca Raton, FLÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Jonathan Byrd | City & State | Atlanta, GAÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Kyle Caouette | City & State | Bellevue, WAÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Daniel Chillemi | City & State | Indianapolis, INÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Alex Chivarsky | City & State | Century City, CAÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | David Colin | City & State | Paramus, NJÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Christopher Compton | City & State | Birmingham, AL |
Name | Gabriel Cooperman | City & State | New York, NYÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Blair Cornell | City & State | Miamisburg, OHÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Brady Cotter | City & State | Westlake, OHÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Edward Dahl | City & State | Vienna, VAÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Jeffrey Davies | City & State | Birmingham, MIÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Dorothy "Lizzie" DeCarlo | City & State | New York, NYÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Austin Del've | City & State | Los Angeles, CA |
Name | James Dill | City & State | Warren, NJÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Paul Dolcimascolo | City & State | Tampa, FLÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Harshal Doshi | City & State | Beverly Hills, CAÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Oliver Duda | City & State | Walnut Creek, CAÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Benjamin Dukes | City & State | Atlanta, GAÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Thaddeus Dulin | City & State | Greenville, SCÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Elizabeth Engelmann | City & State | Bloomington, MNÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Franco Estrada-Velasco | City & State | San Juan, PR |
Name | Jesse Fable | City & State | Hartford, CTÌýÌýÌýÌýÌý |
Name | Reed Fawley | City & State | New York, NYÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Daniel Fetterolf | City & State | Greenville, SCÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Adam Fischer | City & State | Los Gatos, CAÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Blake Foster | City & State | Newport Beach, CAÌýÌýÌýÌýÌýÌýÌý |
Name | Nicholas Francia | City & State | Washington, DCÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Leigh Gage | City & State | Cincinnati, OHÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | David Gasper | City & State | Troy, MIÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Stefan Gertsch | City & State | Memphis, TNÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Daniel Gleason | City & State | Boston, MAÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Justin Glucksman | City & State | Boston, MAÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Brian Gooding | City & State | Newport Beach, CAÌýÌýÌýÌýÌýÌýÌý |
Name | Rachel Gottlieb | City & State | New York, NYÌýÌýÌýÌýÌý |
Name | Patrick Guarnieri | City & State | Bethesda, MDÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Erin Harmon | City & State | Ketchum, IDÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Kyle Harris | City & State | Baltimore, MDÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Morton Hart | City & State | Northbrook, ILÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Erik Held | City & State | Chicago, ILÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Eric Hernandez | City & State | Los Angeles, CA |
Name | Andres Herrera | City & State | Coral Gables, FLÌýÌýÌýÌýÌýÌýÌý |
Name | Sean Howe | City & State | Vienna, VAÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Alex Howell | City & State | La Jolla, CAÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | James Ingoe | City & State | Bethesda, MDÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Ali Ismail | City & State | Dallas, TXÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Anne Johnston | City & State | Beverly Hills, CAÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Mark Kaye | City & State | Houston, TXÌýÌýÌýÌýÌýÌýÌý |
Name | Kevin Kitt | City & State | New York, NYÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Griffin Knowlton | City & State | Boston, MAÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Chuck Korasick | City & State | Beverly Hills, CAÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Ryan Long | City & State | Dallas, TXÌýÌýÌýÌý |
Name | Mark Lopez | City & State | Houston, TXÌýÌý |
Name | Jason Lowy | City & State | Hunt Valley, MDÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Scott MacDonald | City & State | Scottsdale, AZÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Megan MacGowan | City & State | Ft. Lauderdale, FLÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Jordan Mahaffey | City & State | New York, NYÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Lindsay Mais | City & State | Seal Beach, CAÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Michael Mauzy | City & State | St. Louis, MOÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Christopher McCormick | City & State | Chicago, ILÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Ryan McHugh | City & State | Bend, ORÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Tyler McKean | City & State | Sylvania, OH |
Name | Carryn McLaughlin | City & State | New York, NY |
Name | Geoffrey Merl | City & State | Miamisburg, OHÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Benjamin Minor | City & State | Canonsburg, PAÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Paul Monacelli | City & State | Troy, MIÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Matthew Murphy | City & State | Montgomery, ALÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Thomas Neff | City & State | Austin, TXÌýÌý |
Name | Greg Neff | City & State | Austin, TXÌýÌýÌýÌý |
Name | Joseph Panfil | City & State | New Albany, OHÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Chris Pendrak | City & State | Ft. Lauderdale, FLÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Bret Petersen | City & State | Naperville, ILÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Douglas Pires | City & State | Mount Laurel, NJÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Brian Pollak | City & State | Hudson, OHÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Douglas Ponczek | City & State | Aventura, FLÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Xi Qiao | City & State | San Francisco, CAÌýÌýÌýÌýÌýÌýÌý |
Name | Russell Rifkin | City & State | Bethesda, MDÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Harris Ringelheim | City & State | Garden City, NYÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Falls Robinson | City & State | Memphis, TNÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Mark Ruby | City & State | Akron, OHÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Robert Russo | City & State | Houston, TXÌýÌýÌýÌý |
Name | Nicholas Sadowsky | City & State | Aventura, FLÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Kristen Scarpa Bissett | City & State | Palm Beach, FL |
Name | Nicholas Schirripa | City & State | Beverly Hills, CAÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Stockton Schultz | City & State | Mishawaka, INÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Suzanne Schwester Sloan | City & State | Mount Laurel, NJÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | David Sears | City & State | Princeton, NJÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Scott Serafin | City & State | Atlanta, GAÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Elizabeth Sheehan | City & State | Chicago, ILÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Timothy Shelton | City & State | Plymouth, MIÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Chris Shukie | City & State | Boston, MAÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Samuel Sinclair | City & State | Rockland, MAÌýÌý |
Name | Scott Singor | City & State | Norfolk, VAÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Mark Smith | City & State | New York, NYÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Edward Snyder | City & State | Dublin, OHÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | John Straus Jr. | City & State | New York, NYÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Jared Stricklin | City & State | Kansas City, MOÌýÌý |
Name | Mark Swenson | City & State | Ft. Lauderdale, FLÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Scott Taylor | City & State | Denver, COÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Jordan Taylor | City & State | Tulsa, OKÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Michael Theilmann | City & State | Wayzata, MNÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Bryan Thompson III | City & State | San Diego, CAÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Michael Treinen | City & State | Boise, IDÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Thomas Unger | City & State | Cincinnati, OHÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Shane Unsworth | City & State | Chattanooga, TNÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Alexandra Van Meurs | City & State | Houston, TXÌý |
Name | Joseph Vogler | City & State | Paramus, NJÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Kalyn Walker | City & State | San Diego, CAÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | David Wardrop | City & State | New York, NYÌýÌýÌýÌýÌý |
Name | William Wilson | City & State | San Francisco, CAÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Ashley Yates | City & State | San Diego, CAÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Aric Zamel | City & State | Beverly Hills, CAÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌýÌý |
Name | Jason Zilveti | City & State | Scottsdale, AZÌýÌýÌýÌýÌý |
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 AmericasÌý
Maya DillonÌý
maya.dillon@ubs.comÌý
Tel: 212-713-3130
Mobile: 917-615-7094