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Four UBS advisors in Southern California named to the Forbes/SHOOK Top 250 Wealth Advisors List
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UBS Private Wealth Management has announced that four of its financial advisors from Southern California have made the prestigious Forbes/SHOOK Research Top 250 Wealth Advisors list for 2021. The advisors are Drew Freides, Michael D. Kanigher, Mark N. Binder, and Craig S. Chiate. Each advisor manages significant client assets, with Freides and Kanigher managing over $6 billion each. The recognition highlights UBS's strong representation in wealth management and the expertise of its advisors in delivering comprehensive financial solutions.
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Four UBS advisors recognized in Forbes/SHOOK Research Top 250 Wealth Advisors list.
Drew Freides and Michael D. Kanigher manage over $6 billion in client assets each.
Strong representation of UBS in Southern California enhances brand prestige.
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LOS ANGELES--(BUSINESS WIRE)--
UBS Private Wealth Management announced today that four Financial Advisors in Southern California have been named to the Forbes/SHOOK Research Top 250 Wealth Advisors list for 2021. The UBS advisors named to the list are Drew Freides, Michael D. Kanigher, Mark N. Binder and Craig S. Chiate.
“We are extremely proud to have exceptional UBS representation in Southern California on this prestigious list,” said Lauren Gorsche, Los Angeles Complex Director at UBS Private Wealth Management. “It’s truly gratifying to see Mark, Craig, Drew and Michael acknowledged for their long-standing client dedication and recognized for their industry achievements.”
Drew Freides specializes in providing senior company executives and multigenerational families with holistic financial advice, including liability management, estate planning, tax optimization and philanthropic strategies. This is the sixth consecutive year that Drew has been named to the Forbes/SHOOK Research Top 250 Wealth Advisors list, and over the years has also been named to the Barron’s Top 100 Financial Advisors list and Financial Times 400 Top Financial Advisors list. Drew and his team manage over $6 billion in client assets, and he is a member of the UBS Pinnacle Council, which represents an exclusive group of the firm’s top 2% of advisors.
Michael D. Kanigher provides insight and solutions to a select number of affluent clients with complex wealth management needs. He has been named to numerous industry accolades for his dedication to clients including the Barron’s Top 1,200 Financial Advisors list, the Financial Times Top 400 Financial Advisors list. This is the sixth consecutive year that Michael has been named to the Forbes/SHOOK Research Top 250 Wealth Advisors list. Michael and his team manage $6 billion in client assets and have been named to the Barron's Top 50 Private Wealth Advisory Teams list every year since inception. He is also a member of the UBS Pinnacle Council.
Mark N. Binder has worked in the wealth management industry for over 25 years, providing comprehensive wealth management and investing solutions to ultra-affluent individuals, families, partnerships, endowments, and foundations. In recognition of his dedication to clients, this is the second year that Mark has been named to the Forbes/SHOOK Research Top 250 Wealth Advisors list. He has also been named to the Barron’s Top 1,200 Financial Advisors list every year since 2016. Mark’s team manages $4.9 billion in client assets, and he is a member of the UBS Pinnacle Council.
Craig Chiate has over 20 years of experience in the financial services industry and works with a highly affluent client base that includes members of The Forbes 400 list, entrepreneurs, and CEOs of large public companies. He has been named to the Forbes/SHOOK Research Top 250 Wealth Advisors list and Barron's Top 1,200 Financial Advisors list every year since 2016. Craig’s team manages $4.9 billion in client assets and he is also a member of the UBS Pinnacle Council.
The sixth annual Forbes/SHOOK Research Top 250 Wealth Advisors list recognizes the country's top financial advisors, who represent the future of the wealth management industry.
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).
Who are the UBS financial advisors recognized in the Forbes/SHOOK Research Top 250 list?
The recognized UBS advisors are Drew Freides, Michael D. Kanigher, Mark N. Binder, and Craig S. Chiate.
What is the significance of the Forbes/SHOOK Research Top 250 Wealth Advisors list?
The Forbes/SHOOK Research Top 250 Wealth Advisors list recognizes the top financial advisors in the wealth management industry, highlighting their achievements and client dedication.
How much client assets do the top UBS advisors manage?
Drew Freides and Michael D. Kanigher manage over $6 billion each, while Mark N. Binder and Craig S. Chiate manage $4.9 billion each.
How many consecutive years has Drew Freides been on the Forbes/SHOOK Research list?
Drew Freides has been named to the Forbes/SHOOK Research Top 250 Wealth Advisors list for six consecutive years.
What are the qualifications of the recognized UBS advisors?
The recognized advisors have received multiple industry accolades, including placements on the Barron’s and Financial Times Top Financial Advisors lists.
