Six Greater Boston Market UBS Advisors Named to 2019 Forbes Best-In-State Next Generation Wealth Advisors

UBS Financial Services Inc. announced today that six financial advisors in the Firma??s Greater Boston Market have been named to Forbesa?? list of Best-In-State Next Generation Wealth Advisors, developed by SHOOK Research. Those advisors recognized include the following:

Christopher Shukie, Managing Director a?? Wealth Management for The Haynes Group

Matthew Bechtel, Senior Vice President a?? Wealth Management for The McDonald Group

Peter Farrington, Senior Vice President a?? Wealth Management for The Harborside Wealth Management Group

Daniel Gleason, Senior Vice President a?? Wealth Management for The Veritas Group

Samuel Sinclair, Senior Vice President a?? Wealth Management for Sinclair Wealth Management Group

Jonathan Moore, First Vice President a?? Wealth Management for Aloupis a?? 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.

See also:
Leave a comment
  • Latest
  • Read
  • Commented
Calendar Content
«    Октябрь 2020    »