Nine UBS Financial Advisors in Southern California and Hawaii named Top Women Wealth Advisors by Forbes
UBS Wealth Management USA has announced that nine financial advisors from their Southern California and Hawaii regions have been recognized on the Forbes Top Women Wealth Advisors and Best-In-State lists for 2025. Notable among them is Courtney Liddy, who achieved recognition for the seventh consecutive year as one of the Top 100 Women Wealth Advisors nationwide.
The honored advisors include Lori Hamano, Pam Fu, Lynne Sebastian, Candice Gleeson, Courtney Liddy, Christina Gustin, Natalie Barron, Lisa Chapman, and Lindsay Mais, representing offices in Honolulu, Newport Beach, San Diego, and Seal Beach. Liddy, a Managing Director and Private Wealth Advisor in San Diego, ranked #4 on this year's Forbes Best-in-State list.
The Forbes ranking features 100 top women advisors managing approximately $386 billion in assets, while the complete list, including Best-in-State advisors, comprises 2,400 women overseeing about $3.6 trillion in assets. Rankings were determined by SHOOK Research using quantitative and qualitative data from advisor interviews and firm nominations.
UBS Wealth Management USA ha annunciato che nove consulenti finanziari delle loro regioni della California meridionale e delle Hawaii sono stati riconosciuti nelle liste Forbes Top Women Wealth Advisors e Best-In-State per il 2025. Tra di loro spicca Courtney Liddy, che ha ottenuto il riconoscimento per il settimo anno consecutivo come una delle Top 100 Women Wealth Advisors a livello nazionale.
I consulenti onorati includono Lori Hamano, Pam Fu, Lynne Sebastian, Candice Gleeson, Courtney Liddy, Christina Gustin, Natalie Barron, Lisa Chapman e Lindsay Mais, rappresentando uffici a Honolulu, Newport Beach, San Diego e Seal Beach. Liddy, Direttore Generale e Consulente Patrimoniale Privato a San Diego, si è classificata al #4 nella lista Best-in-State di Forbes di quest'anno.
Il ranking di Forbes presenta 100 delle migliori consulenti donne che gestiscono circa $386 miliardi di attivi, mentre la lista completa, che include i consulenti Best-in-State, comprende 2.400 donne che supervisionano circa $3,6 trilioni di attivi. Le classifiche sono state determinate da SHOOK Research utilizzando dati quantitativi e qualitativi provenienti da interviste con i consulenti e nomination delle aziende.
UBS Wealth Management USA ha anunciado que nueve asesores financieros de sus regiones del sur de California y Hawái han sido reconocidos en las listas Forbes Top Women Wealth Advisors y Best-In-State para 2025. Destaca entre ellos Courtney Liddy, quien logró el reconocimiento por séptimo año consecutivo como una de las Top 100 Women Wealth Advisors a nivel nacional.
Los asesores honrados incluyen a Lori Hamano, Pam Fu, Lynne Sebastian, Candice Gleeson, Courtney Liddy, Christina Gustin, Natalie Barron, Lisa Chapman y Lindsay Mais, representando oficinas en Honolulu, Newport Beach, San Diego y Seal Beach. Liddy, Directora General y Asesora de Patrimonio Privado en San Diego, ocupó el puesto #4 en la lista Best-in-State de Forbes de este año.
El ranking de Forbes presenta a 100 de las mejores asesoras mujeres que gestionan aproximadamente $386 mil millones en activos, mientras que la lista completa, que incluye a los asesores Best-in-State, comprende 2,400 mujeres que supervisan alrededor de $3.6 billones en activos. Las clasificaciones fueron determinadas por SHOOK Research utilizando datos cuantitativos y cualitativos de entrevistas con asesores y nominaciones de firmas.
UBS Wealth Management USA는 남부 캘리포니아와 하와이 지역의 9명의 재정 고문이 2025년 포브스 최고의 여성 재산 고문 및 Best-In-State 목록에 선정되었다고 발표했습니다. 그 중 주목할 만한 인물은 Courtney Liddy로, 그녀는 전국에서 100대 여성 재산 고문 중 하나로 7년 연속 인정받았습니다.
영예를 안은 고문들은 Lori Hamano, Pam Fu, Lynne Sebastian, Candice Gleeson, Courtney Liddy, Christina Gustin, Natalie Barron, Lisa Chapman 및 Lindsay Mais로, 호놀룰루, 뉴포트 비치, 샌디에이고 및 실 비치에 있는 사무소를 대표합니다. 샌디에이고의 전무이사이자 개인 재산 고문인 Liddy는 올해 포브스 Best-in-State 목록에서 4위에 올랐습니다.
포브스 순위는 약 3860억 달러의 자산을 관리하는 100명의 최고의 여성 고문을 포함하고 있으며, Best-in-State 고문을 포함한 전체 목록은 약 360억 달러의 자산을 감독하는 2400명의 여성을 포함합니다. 순위는 고문 인터뷰 및 회사 추천의 정량적 및 정성적 데이터를 사용하여 SHOOK Research에 의해 결정되었습니다.
UBS Wealth Management USA a annoncé que neuf conseillers financiers de ses régions du sud de la Californie et d'Hawaï ont été reconnus dans les listes Forbes Top Women Wealth Advisors et Best-In-State pour 2025. Parmi eux, Courtney Liddy se distingue, ayant été reconnue pour la septième année consécutive comme l'une des 100 meilleures conseillères en patrimoine féminin à l'échelle nationale.
Les conseillers honorés incluent Lori Hamano, Pam Fu, Lynne Sebastian, Candice Gleeson, Courtney Liddy, Christina Gustin, Natalie Barron, Lisa Chapman et Lindsay Mais, représentant des bureaux à Honolulu, Newport Beach, San Diego et Seal Beach. Liddy, Directrice Générale et Conseillère en Patrimoine Privé à San Diego, a été classée au 4e rang de la liste Best-in-State de Forbes cette année.
Le classement Forbes présente 100 des meilleures conseillères femmes gérant environ 386 milliards de dollars d'actifs, tandis que la liste complète, incluant les conseillers Best-in-State, comprend 2 400 femmes supervisant environ 3,6 trillions de dollars d'actifs. Les classements ont été déterminés par SHOOK Research en utilisant des données quantitatives et qualitatives provenant d'entretiens avec des conseillers et de nominations d'entreprises.
UBS Wealth Management USA hat bekannt gegeben, dass neun Finanzberater aus den Regionen Südkalifornien und Hawaii in den Forbes Top Women Wealth Advisors und Best-In-State-Listen für 2025 anerkannt wurden. Besonders hervorzuheben ist Courtney Liddy, die zum siebten Mal in Folge als eine der Top 100 Women Wealth Advisors landesweit ausgezeichnet wurde.
Die geehrten Berater umfassen Lori Hamano, Pam Fu, Lynne Sebastian, Candice Gleeson, Courtney Liddy, Christina Gustin, Natalie Barron, Lisa Chapman und Lindsay Mais, die Büros in Honolulu, Newport Beach, San Diego und Seal Beach vertreten. Liddy, eine Geschäftsführerin und Private Wealth Advisor in San Diego, belegte den 4. Platz in der diesjährigen Forbes Best-in-State-Liste.
Das Forbes-Ranking umfasst 100 der besten weiblichen Beraterinnen, die etwa 386 Milliarden Dollar an Vermögen verwalten, während die vollständige Liste, die auch die Best-in-State-Berater umfasst, 2.400 Frauen umfasst, die etwa 3,6 Billionen Dollar an Vermögen überwachen. Die Rankings wurden von SHOOK Research unter Verwendung quantitativer und qualitativer Daten aus Beraterinterviews und Unternehmensnominierungen ermittelt.
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The UBS advisors named to the 2025 Forbes Top Women Wealth Advisors Best-in-State list are:
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Lori Hamano, CPWA®, CEPA®,
Honolulu, HI – third year on this list -
Panfang “Pam” Fu, CRPS™, CRPC™,
Newport Beach, CA – third year on this list -
Lynne Sebastian,
Newport Beach, CA – sixth year on this list -
Candice Gleeson, CFP®, CRPC™,
Downtown San Diego, CA – third year on this list -
Courtney Liddy, CRPC™,
Downtown San Diego, CA – seventh year on the Top Women Wealth Advisors nationwide list and fourth time on the Top Women Advisors Best-in-State list -
Christina Gustin, CPWA®,
Downtown San Diego, CA – first year on this list -
Natalie Barron, CFP®, CEPA®, CRPS™,
Seal Beach, CA – fourth year on this list -
Lisa Chapman, CFP®,
CIMA ®, CRPS™,Seal Beach, CA – fourth year on this list -
Lindsay Mais, CFP®, CDFA®, FPQP®,
Seal Beach, CA – third year on this list
“We are incredibly proud to see these talented advisors recognized for their achievements and deep commitment to providing clients with personalized, sophisticated advice, and to see so many of them recognized for many years," said Justin Frame, Pacific Desert Market Executive at UBS Wealth Management
Now in her seventh year being named to the Forbes America’s Top Women Wealth Advisors lists (2019-2025), Courtney Liddy is a Managing Director and Private Wealth Advisor based in the firm’s downtown
The ninth annual ranking of Forbes/SHOOK Top Women Wealth Advisors features 100 women with proven track records who manage cumulative assets of roughly
The Forbes’ lists were compiled by SHOOK Research, which uses financial data and interviews candidates nominated by their firms to rank advisors.
Notes to Editors: Photos available upon request
About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in
© UBS 2024. 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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Source: UBS Wealth Management
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