UBS Advisor David Schachter Named to Forbes/SHOOK Best-in-State Wealth Advisors List

Rhea-AI Summary

UBS Wealth Management USA announced that David Schachter, a Financial Advisor in West Los Angeles, has been recognized in the Forbes/SHOOK Research Best-in-State Wealth Advisors list for 2021. David leads the Endurance Artist Management team, focusing on financial guidance for clients in the entertainment industry. His dedication to tax-efficient investing and wealth transfer has been instrumental to his clients' success. The Forbes list includes over 5,000 advisors managing more than $6 trillion in assets, selected via rigorous quantitative and qualitative measures.

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• David Schachter recognized in Forbes/SHOOK Research Best-in-State Wealth Advisors list.
• Leads the Endurance Artist Management team, catering to high-profile entertainment clients.
• Focuses on comprehensive financial guidance, including tax-efficient investing and wealth transfer.

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• None.

UBS Wealth Management USA announced today that David Schachter, a Financial Advisor in the firm’s West Los Angeles Market, has been named to the Forbes/SHOOK Research Best-in-State Wealth Advisors list for 2021.

David leads the Endurance Artist Management team at UBS Wealth Management USA, a group that represents top artists, song writers, music producers, directors, showrunners, digital talent and executives with profound influence in Hollywood. In his role, he is focused on managing investments and providing comprehensive financial guidance to their entertainment clients, and David’s multi-decade experience makes him an ideal choice for some of the industry’s top earners.

“We are extremely proud that David was recognized on this prestigious list,” said Jaron Singletary, West Los Angeles Market Head at UBS Wealth Management USA. “David has achieved an incredible level of success as a Financial Advisor through his dedication, focus, and commitment to his clients within the music and entertainment industries.”

David has dedicated his entire career to pursuing excellence in the financial services industry, providing his clients with clear insights and a complete picture of their financial situation. He and his team focus on tax-efficient investing, asset allocation and the transfer of wealth between generations. David is a New York native and studied at the University of Southern California where he earned a degree in Business Administration. He co-founded the USC Second Decade Society, is a west coast board member of the TJ Martell Foundation and is active with the USC Trojan Entertainment Network.

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: www.forbes.com/best-in-state-wealth-advisors.

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. or its employees pay a fee in exchange for these ratings. Past performance is not an indication of future results.

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FAQ

Who is David Schachter from UBS?

David Schachter is a Financial Advisor at UBS Wealth Management USA, recognized for his expertise in managing wealth for clients in entertainment.

What is the significance of the Forbes/SHOOK Research Best-in-State Wealth Advisors list?

It ranks top financial advisors based on performance metrics, including client assets managed and overall success.

How many advisors are listed in the 2021 Forbes/SHOOK Research list?

The 2021 list features over 5,000 advisors.

What assets do the advisors on the Forbes list manage?

The advisors collectively manage more than $6 trillion in client assets.

What is UBS's focus in wealth management?

UBS focuses on providing integrated wealth management solutions, including investment management and wealth planning.