Seven UBS advisors in the Northeast Private Wealth Market named to the Barron’s Top 1,200 Financial Advisors list

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UBS Private Wealth Management has announced that seven of its Private Wealth Advisors in the Northeast have been named to Barron’s Top 1,200 Financial Advisors list for 2021. Julie Fox, Northeast Market Head, praised their dedication to serving clients. These advisors typically manage about $3 billion in client assets, serve approximately 750 households, and maintain an impressive average client-retention rate of 98.4%. This recognition underscores UBS’s commitment to excellence in wealth management.

Positive

• Seven UBS Private Wealth Advisors recognized in Barron’s Top 1,200 Financial Advisors.
• Average client-retention rate of 98.4% among top advisors.
• Each advisor manages about $3 billion in client assets.

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• None.

UBS Private Wealth Management today announced that seven Private Wealth Advisors within the firm’s Northeast Private Wealth Management market have been named to the Barron’s Top 1,200 Financial Advisors list for 2021.

“It is truly gratifying to see our advisors recognized for their long-standing dedication to serving clients,” said Julie Fox, Northeast Market Head at UBS Private Wealth Management. “On behalf of myself and the UBS leadership team, I want to congratulate each of them for this accomplishment.”

UBS advisors in the Northeast Private Wealth Management market named to the list are:

Boston: William J. Sullivan

Newport, RI: James Hilton

Stamford, CT: William C. Gourd Teresa Jacobsen Thomas Mantione

Washington, DC: William B. Finnerty Gregory H. Marcus

With an average industry tenure of 30 years, this year’s Top 1,200 advisors and their teams typically serve 750 households, with an average of $14 million to invest. They each manage about $3 billion in client assets and have an average client-retention rate of 98.4%.

For the full list and further information visit: https://www.barrons.com/report/top-financial-advisors.

About UBS Global Wealth Management

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).

https://www.ubs.com

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Neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings. Past performance is not an indication of future results.

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