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Three UBS Advisors in the Northeast Private Wealth Management Market Named to the Forbes/SHOOK Top Women Wealth Advisors List
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UBS Private Wealth Management has announced that three advisors from its Northeast market have been recognized in the Forbes/SHOOK Research Top Women Wealth Advisors list for 2022. The advisors, Andrea Bevis, Susan Bordash, and Teresa Jacobsen, are celebrated for their exceptional service and expertise. Collectively, the Top Women Wealth Advisors list includes 1,377 advisors managing $1.9 trillion in assets. This recognition highlights UBS's commitment to excellence in wealth management.
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Three UBS advisors were named in the prestigious Forbes/SHOOK Research Top Women Wealth Advisors list for 2022.
The Top Women Wealth Advisors list consists of 1,377 advisors managing $1.9 trillion in client assets, indicating a strong reputation.
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PHILADELPHIA--(BUSINESS WIRE)--
UBS Private Wealth Management today announced that three Private Wealth Advisors in the firm’s Northeast Private Wealth Management market have been named to the Forbes/SHOOK Research Top Women Wealth Advisors list for 2022. The advisors are: Andrea Bevis, Susan Bordash and Teresa Jacobsen.
“We are proud to see Andrea, Susan and Teresa named to this prestigious list,” said Julie Fox, Northeast Market Head at UBS Private Wealth Management. “These advisors go above and beyond for their clients, and this recognition proves that they are some of the best in the business.”
Andrea Bevis joined UBS Private Wealth Management in 2015. Since 2003, she has helped affluent families and entrepreneurs succeed financially by providing tailored advice, strategies, planning, and investment solutions. Andrea earned a B.S. in Finance and dual M.B.A./M.S.F. from Boston College'sCarroll School of Management. In the past, she has been recognized nationally as an industry leader by Forbes/SHOOK Research as both a Best-In-State Wealth Advisor and a Top Next-Generation Wealth Advisor.
Susan Bordash joined UBS in 2002. She has helped individuals and their families manage the accumulation, preservation, and transfer of wealth for nearly 40 years, after starting her career in financial services with Morgan Stanley’s Private Wealth Management Group in 1979. Susan provides strategic advice on wealth planning, trust and estate planning strategies, and liability management. She has a degree in Management from the State University of New York, Binghamton.
Teresa Jacobsen joined UBS in 1999 and has over 25 years of experience in the financial services industry. Prior to joining UBS, Teresa held roles at U.S. Trust, Pfizer, Inc. and KPMG. Most recently, she earned the Barron's Hall of Fame recognition, which highlights 10 or more years of being ranked in one of Barron's Top 100 lists. She is currently a Barron's Top 1,200 Advisor for the state of Connecticut and has the Certified Retirement Specialist designation. Teresa earned an MBA degree from Pace University.
The Forbes/SHOOK Research sixth annual Top Women Wealth Advisors list is made up of 1,377 advisors who collectively manage $1.9 trillion in client assets. The list was compiled by SHOOK Research, which researched and interviewed candidates who had been nominated by their firms.
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, 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 Private Wealth Advisors recognized in the Forbes Top Women Wealth Advisors list?
Andrea Bevis, Susan Bordash, and Teresa Jacobsen are the UBS advisors named in the Forbes/SHOOK Research Top Women Wealth Advisors list for 2022.
What is the significance of the Forbes/SHOOK Research Top Women Wealth Advisors list?
The list recognizes top female wealth advisors for their exceptional service, with the 2022 edition including 1,377 advisors managing a total of $1.9 trillion in client assets.
When was the Forbes/SHOOK Research Top Women Wealth Advisors list published?
The Forbes/SHOOK Research Top Women Wealth Advisors list for 2022 was announced recently by UBS Private Wealth Management.
What is the role of UBS Private Wealth Management?
UBS Private Wealth Management provides comprehensive wealth management solutions and advice to affluent families and individuals worldwide.
How does the recognition affect UBS's market position?
The recognition of its advisors on a prestigious list enhances UBS's reputation and credibility in the wealth management industry.
