32 UBS Advisors in New England Named to the Forbes/SHOOK Best-in-State Wealth Advisors List

UBS Wealth Management USA announced today that 32 Financial Advisors in the firm’s Greater New England Market have been named to the Forbes/SHOOK Research Best-In-State Wealth Advisors list for 2021. This year’s list is comprised of over 5,000 Advisors across the country, managing more than $6 trillion in client assets. Each advisor is chosen based on an algorithm of qualitative and quantitative measures including, phone and in-person interviews, compliance records, and revenue generated for their firms.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20210222005160/en/

(Photo: Business Wire)

(Photo: Business Wire)

“I’m proud to see so many UBS advisors named to this year’s list,” said James Ducey, Greater New England Market Head at UBS Wealth Management USA. “It’s been a challenging year where we’ve been forced to adapt to new and different ways of connecting to clients and it’s rewarding to see their dedication recognized.”

UBS advisors in Greater New England named to 2021’s list are:

Tim Connolly


Sean Dillon


James Fair


Jessica Guo


Max Peckler

Matthew Bechtel


Jeffrey Swett


Jim Taylor


Tom Wood


Jessica Anderson

John Hamilton


Joseph Cullen


Jonathan Galli


Gary Ghigliotti


Dan Gleason

Rem Myers


Daniel Lewin


Paul Makris


Sandy Manzella


Alexander Martinelli

William Tagerman


Jose Rodriguez


Bob Ryan


Steven Scher


Sam Sinclair

Erik Wheeler


Donald W. Tynion II,


David Uva


Camille Valentine


Brian Wells

Robert Williams


Michael Winn




For the full list and more visit: https://www.forbes.com/best-in-state-wealth-advisors/#120fc5b4291d.

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'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.

UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 31% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 20% in Asia Pacific. UBS Group AG employs over 68,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

© UBS 2021. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings. Past performance is not an indication of future results.


Kearney Dewing
Prosek Partners


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