UBS Financial Services Inc. announced today that six financial advisors in the Firm’s Greater Boston Market have been named to Forbes’ list of Best-In-State Next Generation Wealth Advisors, developed by SHOOK Research. Those advisors recognized include the following:
- Christopher Shukie, Managing Director – Wealth Management for The Haynes Group
- Matthew Bechtel, Senior Vice President – Wealth Management for The McDonald Group
- Peter Farrington, Senior Vice President – Wealth Management for The Harborside Wealth Management Group
- Daniel Gleason, Senior Vice President – Wealth Management for The Veritas Group
- Samuel Sinclair, Senior Vice President – Wealth Management for Sinclair Wealth Management Group
- Jonathan Moore, First Vice President – Wealth Management for Aloupis – Moore Wealth Management
“We congratulate all of the talented next generation advisors who achieved a spot in this year's list," commented James Ducey, Market Head of UBS Greater Boston. "These advisors are the industry's future leaders who provide financial stewardship for both their current clients and the legacy for generations to come. We look forward to a bright future for the wealth management industry with these advisors leading it."
The Forbes ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors such as revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients.
Source: https://www.forbes.com/best-in-state-next-gen-wealth-advisors/#454058b83cbb
Notes to Editors
About UBS Global Wealth Management
As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS 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 UBS
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS' 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.
UBS 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. UBS 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).
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