New York, May 3 – Congratulations to the three Institutional Consulting teams who were named to Dz’s "Top 50 Institutional Consultants" list in 2019. They focus on providing customized investment advice to institutional clients such as corporations, not for profits, endowments, foundations, hospitals, municipalities, religious organizations, Native American entities and reserve funds. Beyond these teams, ۶Ƶ has a strong institutional and retirement plan consulting business, with over 150 Senior Institutional Consultants and Senior Retirement Plan Consultants who consult to over $130B in assets.

Especially noteworthy: The ۶Ƶ Institutional Consulting Atlanta Team was recognized as the No. 1 ranked team in the nation for the 2nd year in a row.

“It's great to see ۶Ƶ Institutional Consultants recognized for their talent and accomplishments, especially year over year. These teams are among the best in delivering thoughtful solutions to meet the complex needs of institutional clients,” said Mike McGovern, Head Corporate and Institutional Advisory Solutions, WM USA.

“Having our strongest Institutional Consulting teams continuously be recognized for their knowledge, advice and solutions given to our institutional clients is something we value – especially when one of our teams has been recognized as the top team in the industry in consecutive years,” said Jason Chandler, Head WM USA. “We appreciate the time spent and dedication that is given to each individual corporate and institutional client and their needs. Congratulations to all.”

Our ۶Ƶ Advisors on this year's list:

Team Name

Key Advisors

City & State

۶Ƶ Institutional Consulting, Atlanta

Earle Dodd, Allen Wright, Ray Vuicich, Scott Olsen, Harris Gignilliat, Kristi Thelen, Vandyke Price

Atlanta, GA

۶Ƶ Institutional Consulting, Northwest

Trent Sanden, Shawn Hintz, Frank Gallo

Seattle, WA

Eisen-Sessa Group

David Eisen, Charles (Chuck) E. Sessa Jr.

Philadelphia, PA

METHODOLOGY:

The teams in the "Barron's Top 50 Institutional Consultants" ranking were evaluated on a range of criteria, including institutional investment assets, revenue generated by those assets, the number of clients served by the team, number of team members, professional designations and compliance record. Neither ۶Ƶ Financial Service Inc. or its employees pay a fee in exchange for these rankings. Past performance is not indicative of future results. Barron's is a trademark of Dow Jones & Co.

Notes to Editors:

About ۶Ƶ Global Wealth Management

As the world's largest wealth manager, ۶Ƶ Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with ۶Ƶ benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.

About ۶Ƶ

۶Ƶ provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. ۶Ƶ' strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.

۶Ƶ is present in all major financial centers worldwide. It has offices in 52 countries, with about 34% of its employees working in the Americas, 34% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 14% in Asia Pacific. ۶Ƶ Group AG employs approximately 61,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

Media Contact

For ۶Ƶ Global Wealth Management
Laura Hastings
laura.hastings@ubs.com
Tel: 212-882-5705