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UBS Advisor Michael Matthews Named to the Forbes/SHOOK Top 250 Wealth Advisors List
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UBS Private Wealth Management announced that Michael Matthews, Managing Director and Senior Portfolio Manager in Bellevue, Washington, has been named to the Forbes/SHOOK Research Top 250 Wealth Advisors list for 2021. With over 30 years of experience, Matthews is recognized for his customized approach to managing client objectives. The annual list highlights top financial advisors shaping the wealth management industry. UBS continues to provide comprehensive services globally, enhancing client financial success.
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Recognition of Michael Matthews in the Forbes/SHOOK Research Top 250 Wealth Advisors list.
Matthews' extensive experience (over 30 years) in financial services.
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BELLEVUE, Wash.--(BUSINESS WIRE)--
UBS Private Wealth Management announced today that Michael Matthews, a Managing Director, Private Wealth Advisor and Senior Portfolio Manager in the firm’s Bellevue, Washington office, has been named to the Forbes/SHOOK Research Top 250 Wealth Advisors list for 2021.
“Mike’s expertise and commitment to his clients is evident not only because of accolades like this, but because of the esteemed respect we all have for him,” said Todd Locicero, West Coast Market Head at UBS Private Wealth Management. “I’m proud that his diligent work ethic and commitment to putting his clients first is being recognized across the industry.”
Michael has over 30 years of experience in the financial services industry, serving the complex needs of successful families and institutional clients. He is known for taking an active, detailed, and highly customized approach to managing client objectives, leveraging the resources of UBS's global footprint to help them thrive financially so they can make their unique mark on the world. Michael holds a B.S. in Business Administration, with a major in Accounting from The Ohio State University. In his free time, Michael enjoys golf, exercise, and spending time with family and friends in the local community.
The sixth annual Forbes/SHOOK Research Top 250 Wealth Advisors list recognizes the country's top financial advisors who represent the future of the wealth management industry.
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 is Michael Matthews and what has he achieved at UBS?
Michael Matthews is a Managing Director and Senior Portfolio Manager at UBS, recognized on the Forbes/SHOOK Research Top 250 Wealth Advisors list for 2021.
What does the Forbes/SHOOK Research Top 250 Wealth Advisors list signify?
The list recognizes top financial advisors in the industry who are shaping the future of wealth management.
What is UBS's role in wealth management?
UBS is the world's largest wealth manager, providing comprehensive advice, solutions, and services to wealthy families and individuals globally.
