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UBS advisor David Potischman named to Forbes/SHOOK Best-in-State Wealth Advisors List
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UBS Wealth Management USA announced that Financial Advisor David Potischman has been named to the Forbes/SHOOK Best-in-State Wealth Advisors list for 2022, marking his second consecutive year on this prestigious list. The recognition highlights Potischman's dedication and expertise in managing multi-generational wealth, focusing on investment and financial planning for high-net-worth clients. The Forbes/SHOOK Research list includes over 6,500 advisors managing a collective $10 trillion in client assets, evaluated on various qualitative and quantitative criteria.
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David Potischman recognized as a Best-in-State Wealth Advisor for 2022 for the second year in a row.
Recognition indicates strong performance and client satisfaction in wealth management services.
The firm manages a substantial amount, around $10 trillion, showcasing its market presence and credibility.
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FLORHAM PARK, N.J.--(BUSINESS WIRE)--
UBS Wealth Management USA announced today that David Potischman, a Financial Advisor in the firm’s Florham Park, NJ office has been named to the Forbes/SHOOK list of Best-in-State Wealth Advisors list for 2022. This is the second consecutive year David has been named to the list.
“We’re proud to see David recognized as a Best-in-State Wealth Advisor for the second year in a row,” said John Geoghan, Market Head for Northern New Jersey, UBS Wealth Management USA. “David’s clients know first-hand the dedication, experience and acumen he brings to help them pursue their life’s goals.”
David leads the Potischman Wealth Management team in providing investment and financial planning to high-net-worth clients, including multi-generational families. As a CERTIFIED FINANCIAL PLANNER™, David provides deep knowledge in key areas of client planning needs, including estate, insurance, investment, retirement and tax. He is life, health and long-term care insurance licensed, and has attained the Portfolio Manager designation at UBS. David graduated with honors from Bowdoin College in Maine.
This year’s Forbes/SHOOK Research Best-In-State Wealth Advisors list is comprised 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: telephone, virtual and in-person interviews; revenue produced; assets under management; quality of practice; regulatory record; and industry experience.
About UBS 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).
What is the significance of David Potischman's recognition by Forbes for UBS?
David Potischman's recognition as a Best-in-State Wealth Advisor enhances UBS's reputation in wealth management, showcasing its talent and commitment to client service.
What criteria were used to evaluate the Best-in-State Wealth Advisors for 2022?
The evaluation criteria for the Best-in-State Wealth Advisors include interviews, revenue produced, assets under management, quality of practice, regulatory record, and industry experience.
How many advisors are listed in the 2022 Forbes/SHOOK Best-in-State Wealth Advisors list?
The 2022 Forbes/SHOOK Best-in-State Wealth Advisors list includes over 6,500 advisors.
How much client assets do the advisors in the Forbes list manage collectively?
The advisors in the Forbes list collectively manage around $10 trillion in client assets.
How does UBS support its clients in wealth management?
UBS supports clients through a combination of investment solutions, financial planning, and dedicated advisors, ensuring tailored strategies for wealth management.
