New York, April 29 – Dz’s recently released their 2020 “Top 50 Private Wealth Management/Advisory Teams” list and recognized seven teams at ۶Ƶ.
This list is an annual ranking of wealth advisory teams that specialize in serving individuals and families. The teams are evaluated on a variety of factors, including their size and quality, their credentials, their community involvement and the resources they have at their disposal to serve their clients.
To see which teams at ۶Ƶ were honored, see this year’s list below, and locate their websites to learn more about their businesses.
List Makers | |||||||||
Team Name | Key Partners | 2020 | 2019 | Branch | |||||
Katz Wealth Management | Jason Katz, Marc Green, Kenji Yoshikawa | X | X | NYC - 1285 AoA | |||||
Halbfinger Group | Martin Halbfinger, Clifford Stober, Douglas Summer | X | NYC - 299 Park | ||||||
Errico Partners | R. Christopher Errico, Adam Galaburda, Sean T. Kilduff | X | New York PWM | ||||||
Stackman Casriel Group | Scott Stackman, Lyle Casriel | X | X | New York PWM | |||||
Turnstone Wealth Management | Jeffrey Kobernick, Robert Sechan | X | New York PWM | ||||||
ViewPoint Partners | Andrew Perry, Todd Perry, Sharon Sager | X | New York PWM | ||||||
Freides Kanigher Westerman Group | Drew Freides, Michael Kanigher, Steven Westerman | X | X | Los Angeles PWM | |||||
Notes to Editors:
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's 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 more than 50 regions and locations, with about 31% of its employees working in the Americas, 32% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 18% in Asia Pacific. ۶Ƶ Group AG employs over 67,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
© ۶Ƶ 2020. All rights reserved. The key symbol and ۶Ƶ are among the registered and unregistered trademarks of ۶Ƶ. Neither ۶Ƶ Financial Services or its employees pay a fee in exchange for these rankings. Past performance is not indicative of future results.