STOCK TITAN

UBS Advisor Christopher Black named to Forbes/SHOOK Best-in-State Wealth Advisors List

Rhea-AI Impact
(Low)
Rhea-AI Sentiment
(Neutral)
Tags
Rhea-AI Summary

UBS Private Wealth Management announced that Christopher Black, a Private Wealth Advisor in Houston, has been included in Forbes/SHOOK Research Best-in-State Wealth Advisors list for 2021. His expertise spans portfolio management, estate planning, and family advisory. Thomas Stacy, Texas Market Head at UBS, expressed pride in Black's achievement, reflecting his commitment to clients. This year’s list includes over 5,000 advisors managing more than $6 trillion in assets, with selections based on a blend of qualitative and quantitative metrics, including interviews and compliance records.

Positive
  • None.
Negative
  • None.

UBS Private Wealth Management announced today that Christopher Black, a Private Wealth Advisor in the firm’s Houston office, has been named to the Forbes/SHOOK Research Best-in-State Wealth Advisors list for 2021.

Chris focuses on portfolio management oversight through thoughtful allocation of liquidity and risk across asset classes and markets. His advice focuses on much more than investing—from estate planning strategies and family advisory to lending and private equity.

“On behalf of the firm, we’re proud that Chris has been named to this year’s list,” said Thomas Stacy, Texas Market Head at UBS Private Wealth Management. “This is an impressive accomplishment and a true testament to the work Chris does for our clients each and every day.”

Prior to his career in finance, Chris served in the United States Army as an Infantry Officer, and ended his military career as a Captain. A graduate from Southern Methodist University with a B.A. in Economics and the University of Houston Bauer School of Business with an MBA, Chris has been frequently recognized as a Top Advisor by various publications, including Barron's and Forbes.

This year’s Forbes/SHOOK Research Best-in-State Wealth Advisors list is comprised of over 5,000 Advisors across the country, managing more than $6 trillion in client assets. Each advisor is chosen based on an algorithm of qualitative and quantitative measures including phone and in-person interviews, compliance records, and revenue generated for their firms.

For the full list and further information visit: https://www.forbes.com/best-in-state-wealth advisors/#52c71233291d.

Notes to Editors

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).

© UBS 2021. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Neither UBS Financial Services Inc. nor its employees pay a fee in exchange for these ratings. Past performance is not an indication of future results.

FAQ

Who is Christopher Black at UBS?

Christopher Black is a Private Wealth Advisor at UBS Private Wealth Management's Houston office, recognized in the Forbes/SHOOK Research Best-in-State Wealth Advisors list for 2021.

What achievement did Christopher Black receive in 2021?

In 2021, Christopher Black was named to the Forbes/SHOOK Research Best-in-State Wealth Advisors list.

How many advisors were recognized in the Forbes/SHOOK Research list?

The Forbes/SHOOK Research Best-in-State Wealth Advisors list for 2021 includes over 5,000 advisors.

What assets do the advisors on the Forbes list manage?

The advisors on the Forbes/SHOOK Research list manage more than $6 trillion in client assets.

What criteria were used to select the advisors for the Forbes list?

Selection for the Forbes/SHOOK Research Best-in-State Wealth Advisors list is based on qualitative and quantitative measures, including interviews and compliance records.

UBS Group AG

NYSE:UBS

UBS Rankings

UBS Latest News

UBS Stock Data

101.02B
3.18B
0.05%
57.67%
0.22%
Banks - Diversified
Financial Services
Link
United States of America
Zurich