UBS Advisor David Schachter Named to the Forbes Best-In-State Wealth Advisors list

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UBS Wealth Management USA has announced that David Schachter, a Financial Advisor in the firm's Los Angeles Market, has been named to the Forbes Best-in-State Wealth Advisors list for 2024. Schachter, recognized for his dedication to clients in the entertainment industry, provides investment advice to top artists, songwriters, producers, directors, digital talent, and executives in Hollywood. Schachter holds the Athletes and Entertainers Consultant designation at UBS, meeting specific criteria for experience and commitment. The Forbes rating, determined by Shook Research, is based on data from a 12-month period ending June of the prior year.

Positive

• David Schachter of UBS Wealth Management named to Forbes Best-in-State Wealth Advisors list for 2024.
• Recognition highlights Schachter's dedication to clients in the entertainment industry, offering tailored financial guidance.
• Schachter holds the Athletes and Entertainers Consultant designation, showcasing specialized expertise.

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• None.

LOS ANGELES--(BUSINESS WIRE)-- UBS Wealth Management USA announced today that David Schachter, a Financial Advisor in the firm’s Los Angeles Market, has been named to the Forbes Best-in-State Wealth Advisors list for 2024.

“I am proud to see David listed as a Best-in-State Wealth Advisor this year,” said Lauren Gorsche, Market Executive for the Los Angeles Market. “He is a hard-working, tireless advocate for his clients who will stop at nothing to provide the best of UBS to his clients.”

David primarily focuses on clients in the entertainment industry, where he represents top artists, song writers, music producers, directors, digital talent, and executives with profound influence in Hollywood. He leverages his multi-decade experience to provide investment advice and comprehensive financial guidance to the entertainment industry’s biggest earners.

David also maintains the Athletes and Entertainers Consultant designation at UBS. Advisors with this designation meet specific requirements, including depth of experience advising clients in the sports and entertainment industries and a commitment to serving the athlete or entertainer in a way that meets him or her “where they are.” These advisors complete an extensive training program covering atypical income streams and special financial planning circumstances.

The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.

For more information on third party rating methodologies, please visit www.ubs.com/us/en/designation-disclosures.

For the full list and further information, please visit: www.forbes.com/best-in-state-wealth-advisors.

Notes to Editors

About UBS

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.5 trillion dollars of invested assets as per second quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

© UBS 2024. 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. For press use only.

View source version on businesswire.com: https://www.businesswire.com/news/home/20240702076633/en/

Media Contact:

Christina Aquilina

Christina.aquilina@ubs.com



https://www.ubs.com

Source: UBS

FAQ

What is the recent recognition received by UBS advisor David Schachter?

David Schachter has been named to the Forbes Best-in-State Wealth Advisors list for 2024.

What industry does David Schachter primarily focus on?

David Schachter primarily focuses on clients in the entertainment industry, including artists, songwriters, producers, directors, and executives in Hollywood.

What special designation does David Schachter hold at UBS?

David Schachter holds the Athletes and Entertainers Consultant designation at UBS.

How is the Forbes Best-in-State Wealth Advisors list compiled?

The Forbes Best-in-State Wealth Advisors list is compiled by Shook Research based on quantitative factors from a 12-month period ending in June of the prior year.

When is the Forbes Best-in-State Wealth Advisors list typically released?

The Forbes Best-in-State Wealth Advisors list is released annually in April.