11 UBS Advisors in the Mid-Atlantic Market Named to the 2025 Forbes Top Women Wealth Advisors Best-in-State List
UBS has announced that 11 financial advisors from its Mid-Atlantic Wealth Management Market have been recognized on the 2025 Forbes Top Women Wealth Advisors Best-in-State list. The market, led by Market Executive Brendan Graham under Regional Director Julie Fox's Southeast Region, saw notable recognition including Christine McGinley, who ranked #1 in South New Jersey on the Forbes America's Top Women Wealth Advisors list.
The recognized advisors are distributed across various locations including Baltimore, Hunt Valley, Montchanin, Mt. Laurel, Newtown, and Washington D.C. This recognition is part of Forbes' ninth annual listing, which features 2,400 women advisors collectively managing $3.6 trillion in assets. The selection process incorporated both qualitative and quantitative criteria, including interviews, compliance records, and revenue generation for their firms.
UBS ha annunciato che 11 consulenti finanziari del suo Mercato di Wealth Management del Mid-Atlantic sono stati riconosciuti nella lista 2025 Forbes Top Women Wealth Advisors Best-in-State. Il mercato, guidato dall'Esecutivo di Mercato Brendan Graham sotto la direzione regionale di Julie Fox nella Regione Sud-Est, ha visto riconoscimenti significativi, tra cui Christine McGinley, che si è classificata al primo posto nel Sud del New Jersey nella lista delle Top Women Wealth Advisors di Forbes.
I consulenti riconosciuti sono distribuiti in varie località tra cui Baltimora, Hunt Valley, Montchanin, Mt. Laurel, Newtown e Washington D.C. Questo riconoscimento fa parte della nona edizione annuale di Forbes, che presenta 2.400 consulenti donne che gestiscono collettivamente 3,6 trilioni di dollari in attivi. Il processo di selezione ha incorporato criteri sia qualitativi che quantitativi, inclusi interviste, registri di conformità e generazione di entrate per le loro aziende.
UBS ha anunciado que 11 asesores financieros de su Mercado de Gestión de Patrimonio del Medio Atlántico han sido reconocidos en la lista 2025 Forbes Top Women Wealth Advisors Best-in-State. El mercado, liderado por el Ejecutivo de Mercado Brendan Graham bajo la dirección regional de Julie Fox en la Región Sureste, recibió un reconocimiento notable, incluyendo a Christine McGinley, quien ocupó el primer lugar en el sur de Nueva Jersey en la lista de las Mejores Asesoras de Patrimonio de Forbes.
Los asesores reconocidos están distribuidos en varias ubicaciones, incluyendo Baltimore, Hunt Valley, Montchanin, Mt. Laurel, Newtown y Washington D.C. Este reconocimiento es parte de la novena edición anual de Forbes, que presenta a 2,400 asesoras que gestionan colectivamente 3.6 billones de dólares en activos. El proceso de selección incorporó criterios tanto cualitativos como cuantitativos, incluyendo entrevistas, registros de cumplimiento y generación de ingresos para sus empresas.
UBS는 미드 애틀랜틱 자산 관리 시장의 11명의 재정 고문이 2025 포브스 주별 최고의 여성 자산 고문 목록에 선정되었다고 발표했습니다. 이 시장은 지역 이사 줄리 폭스의 동남부 지역 아래에서 시장 책임자 브렌던 그레이엄이 이끌고 있으며, 포브스 미국 최고의 여성 자산 고문 목록에서 뉴저지 남부 1위에 오른 크리스틴 맥긴리의 눈에 띄는 인정을 받았습니다.
인정받은 고문들은 볼티모어, 헌트 밸리, 몬차닌, 마운트 로렐, 뉴타운, 워싱턴 D.C. 등 여러 지역에 분포되어 있습니다. 이번 인식은 자산 3.6조 달러를 관리하는 2,400명의 여성 고문을 포함하는 포브스의 아홉 번째 연례 목록의 일환입니다. 선정 과정은 인터뷰, 준수 기록 및 회사의 수익 창출을 포함한 질적 및 양적 기준을 포함했습니다.
UBS a annoncé que 11 conseillers financiers de son marché de gestion de patrimoine du Mid-Atlantic ont été reconnus dans la liste 2025 Forbes Top Women Wealth Advisors Best-in-State. Le marché, dirigé par le responsable de marché Brendan Graham sous la direction régionale de Julie Fox dans la région Sud-Est, a reçu une reconnaissance notable, y compris Christine McGinley, qui a été classée numéro 1 dans le sud du New Jersey sur la liste des meilleures conseillères en patrimoine de Forbes.
Les conseillers reconnus sont répartis dans plusieurs localités, notamment Baltimore, Hunt Valley, Montchanin, Mt. Laurel, Newtown et Washington D.C. Cette reconnaissance fait partie de la neuvième liste annuelle de Forbes, qui présente 2 400 conseillères gérant collectivement 3,6 billions de dollars d'actifs. Le processus de sélection a incorporé des critères qualitatifs et quantitatifs, y compris des entretiens, des dossiers de conformité et la génération de revenus pour leurs entreprises.
UBS hat angekündigt, dass 11 Finanzberater aus ihrem Mid-Atlantic Wealth Management Markt auf der Liste 2025 Forbes Top Women Wealth Advisors Best-in-State anerkannt wurden. Der Markt, geleitet von Marktleiter Brendan Graham unter der regionalen Direktorin Julie Fox in der Südostregion, erhielt bemerkenswerte Anerkennung, darunter Christine McGinley, die den ersten Platz in Südnjersey auf der Liste der besten weiblichen Vermögensberater von Forbes belegte.
Die anerkannten Berater sind an verschiedenen Standorten verteilt, darunter Baltimore, Hunt Valley, Montchanin, Mt. Laurel, Newtown und Washington D.C. Diese Anerkennung ist Teil der neunten jährlichen Liste von Forbes, die 2.400 weibliche Berater präsentiert, die gemeinsam 3,6 Billionen Dollar an Vermögenswerten verwalten. Der Auswahlprozess umfasste sowohl qualitative als auch quantitative Kriterien, darunter Interviews, Compliance-Aufzeichnungen und Umsatzgenerierung für ihre Firmen.
- 11 UBS advisors recognized in prestigious Forbes list, enhancing firm's reputation
- Significant presence in wealth management with advisors contributing to $3.6T total managed assets
- None.
The Mid-Atlantic Wealth Management Market is led by Market Executive Brendan Graham and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox.
“We are extremely proud to see so many of our advisors recognized nationally for their hard work and dedication to serving clients. On behalf of myself and the UBS leadership team, I want to congratulate each of them for this prestigious industry acknowledgement,” said Brendan Graham, Mid-Atlantic Market Executive at UBS.
Among those recognized, UBS advisor Christine McGinley was also named to the 2025 Forbes America’s Top Women Wealth Advisors list, and ranked #1 in
The advisors named to the list are:
Alexandra Jamieson
Michele Burch-Lippincott
Ginger Ward
Caroline M. Chahalis
Christine McGinley
Lynn Fryckberg
Suzanne Schwester Sloan
Karen Robbins
Holidae Hayes
Karen Ben-Shlaush
Kristina Bakis
The ninth annual 2025 Forbes Top Women Wealth Advisors Best-in-State highlights 2,400 women who collectively manage
For the full list and further information, visit: https://www.forbes.com/lists/best-in-state-women-advisors/
Notes to Editors
About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in
© UBS 2025. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Although neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings, UBS may hire RJ Shook to be a speaker for events. Past performance is not an indication of future results. For press use only.
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Media Contact:
Scott Gamm
Strategy Voice Associates
scott@strategyvoiceassociates.com
Source: UBS Financial Services Inc.
FAQ
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