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Four UBS advisors in the Midwest Private Wealth Management market named to the Forbes/SHOOK Best-in-State Wealth Advisors list
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UBS Private Wealth Management's advisors from Montage Financial Group have been recognized in the Forbes/SHOOK Best-in-State Wealth Advisors list for 2022. Advisors Jonathan Beukelman, Michael Chudd, Mark Geist, and Jeremy Keller were acknowledged for their dedication to ultra-high net worth clients. With a focus on personalized wealth management, the firm manages assets totaling $10 trillion. This recognition highlights their commitment to comprehensive financial solutions, including estate planning and philanthropic strategies.
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Four advisors from UBS's Montage Financial Group named to the Forbes/SHOOK Best-in-State Wealth Advisors list for 2022.
Montage Financial Group specializes in personalized wealth management for ultra-high net worth individuals and families.
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DENVER--(BUSINESS WIRE)--
UBS Private Wealth Management announced today that advisors Jonathan Beukelman, Michael Chudd, Mark Geist, and Jeremy Keller of the firm’s Montage Financial Group have been named to the Forbes/SHOOK Best-in-State Wealth Advisors list for 2022.
“We are proud to see Jonathan, Mark, Jeremy and Michael recognized for their long-standing commitment to serving the financial needs of ultra-high net worth individuals, families, and institutions,” said Michael Gatewood, Midwest Market Head at UBS Private Wealth Management. “These advisors go above and beyond to gain a deep understanding of their client’s passions, concerns and fears to provide personalized, comprehensive wealth management solutions.”
With offices in Colorado, Nevada and Nebraska, Montage Financial Group is a 17 member team specializing in providing ultra-high net worth individuals, families and corporate entities with financial advice including estate planning, tax optimization and philanthropic strategies.
Jonathan Beukelman has more than 24 years of experience working in the financial services industry and has been with UBS since 2008. He focuses on building trusted relationships to provide clients with personalized wealth management advice including estate planning strategies, legacy planning, retirement, philanthropy and exit planning. Jonathan has been named to numerous industry accolades over the years for his dedication to clients, including the Barron’s Top 1,200 Financial Advisors list, the Financial Times Top 400 Financial Advisors list, the Forbes/SHOOK Top 250 Wealth Advisors list, and many others. This is the fifth consecutive year that Jonathan has been named to the Forbes/SHOOK Best-in-State Wealth Advisors list. He is also a Family Office Consultant (FOC) and is a member of the UBS Pinnacle Council, which represents an exclusive group of the firm’s top 2% of advisors.
With more than 27 years of experience, Michael Chudd and his team specialize in building enduring relationships with sophisticated families and the institutions they support, delivering personalized financial advice and guidance. He helps clients work through issues rooted in finance and family dynamics and connects them with the firm’s global experts and resources. In recognition of his dedication to clients, this is the fourth consecutive year that Michael has been named to the Forbes/SHOOK Best-in-State Wealth Advisors list. He is also a member of the UBS Pinnacle Council and serves on the firm’s Financial Advisor Advisory Council.
Prior to joining UBS in 2008, Mark Geist had been serving a nonprofit foundation for eight years, helping donors develop and execute philanthropic giving and estate plans. Today, he supports the team’s clients with comprehensive wealth strategies, including financial planning, retirement planning, estate planning and social projects. Mark is a designated Certified Financial Planner professional (CFP®), a Certified Private Wealth Advisor (CPWA®), and a Certified Exit Planning Advisor (CEPA®).
Jeremy Keller has been with UBS since 2009. He and his team are dedicated to managing virtual family offices and all other aspects of clients’ financial lives in pursuit of outcomes that align with their goals and values. This is Jeremy’s second consecutive year being named to the Forbes/SHOOK Best-in-State Wealth Advisors list. He also holds his Accredited Asset Management Specialist (AAMS®) designation.
This year’s Forbes/SHOOK Best-In-State Wealth Advisors list is compromised of more than 6,500 advisors, managing a collective $10 trillion in client assets. The ranking algorithm is based on qualitative and quantitative criteria, including in-person interviews; industry experience; compliance records; revenue produced; and assets under management.
UBS convenes the global ecosystem for investing, where people and ideas are connected and opportunities brought to life, and provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as to private clients in Switzerland. UBS offers investment solutions, products and impactful thought leadership, is the leading global wealth manager, provides large-scale and diversified asset management, focused investment banking capabilities, and personal and corporate banking services in Switzerland. The firm focuses on businesses that have a strong competitive position in their target 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, 30% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
Who are the UBS advisors named in the 2022 Forbes/SHOOK list?
Jonathan Beukelman, Michael Chudd, Mark Geist, and Jeremy Keller were named to the 2022 Forbes/SHOOK Best-in-State Wealth Advisors list.
What criteria were used for ranking the Forbes/SHOOK Best-in-State Wealth Advisors?
The ranking is based on qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced, and assets under management.
How many advisors were included in the 2022 Forbes/SHOOK Best-in-State Wealth Advisors list?
This year’s list includes over 6,500 advisors managing a collective $10 trillion in client assets.
What is the focus of the Montage Financial Group at UBS?
Montage Financial Group focuses on providing personalized financial advice, including estate planning and tax optimization, to ultra-high net worth individuals and families.
