UBS Advisor Sonny Gulati Named to the Forbes Best-In-State Wealth Advisors list

Rhea-AI Summary

UBS Private Wealth Management has announced that Sonny Gulati, a Managing Director in the Palo Alto office, has been recognized on the Forbes/SHOOK Best-In-State Wealth Advisors list for 2022, marking his fourth consecutive year on the list. With over 30 years of experience in financial services, Gulati and his team, The Gulati Group, specialize in wealth management for high-net-worth clients. The Forbes list ranks over 6,500 advisors managing approximately $10 trillion in assets, evaluated through qualitative and quantitative criteria.

Positive

• Sonny Gulati recognized as a leading wealth advisor for the fourth consecutive year.
• Gulati's team, The Gulati Group, provides specialized wealth management services.
• The recognition enhances UBS's reputation in the wealth management sector.

Negative

• None.

PALO ALTO, Calif.--(BUSINESS WIRE)-- UBS Private Wealth Management announced today that Sonny Gulati, a Managing Director and Private Wealth Advisor in the firm’s Palo Alto, California office, has been named to the Forbes/SHOOK Best-In-State Wealth Advisors list for 2022. This is the fourth consecutive year that Sonny has been named to the list.

Sonny has more than 30 years of experience working in the financial services industry, and has been with UBS since 2002. Together with his team, The Gulati Group, he focuses on providing holistic wealth management advice for entrepreneurs, senior executives, venture capitalists, multi-generational families and retirees.

“This achievement underscores Sonny's commitment to providing clients with a personalized, best-in-class wealth management experience,” said Todd LoCicero, Branch Manager of the UBS Palo Alto office. “His client advocacy and disciplined approach bring tremendous value to our team, and we’re proud to see him recognized for his success.”

Sonny holds a bachelor’s degree in Engineering from UC Davis, and an MBA in Finance from the Wharton School at University of Pennsylvania. In his free time, Sonny enjoys spending time with his wife and daughter. He also enjoys gardening, travel, home remodeling, and volunteering for several local charities.

This year's Forbes/SHOOK Research Best-In-State Wealth Advisors list is comprised of more than 6,500 advisors across the country who collectively manage $10 trillion in client assets. The ranking algorithm is based on qualitative and quantitative criteria 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.

Notes to Editors

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, 29% in Switzerland, 20% 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).

© UBS 2023. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Although neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings, UBS may hire RJ Shook to be a speaker for events. 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/20230110005953/en/

Media:

Christina Aquilina

Christina.Aquilina@ubs.com

https://www.ubs.com

Source: UBS

FAQ

Who is Sonny Gulati and what recognition did he receive?

Sonny Gulati is a Managing Director at UBS in Palo Alto, recognized on the Forbes/SHOOK Best-In-State Wealth Advisors list for 2022.

How many years has Sonny Gulati been recognized in the Forbes advisor list?

Sonny Gulati has been recognized for four consecutive years on the Forbes/SHOOK Best-In-State Wealth Advisors list.

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

The list includes over 6,500 advisors managing approximately $10 trillion in client assets, recognized through a comprehensive ranking process.

What services does The Gulati Group provide?

The Gulati Group specializes in holistic wealth management for entrepreneurs, senior executives, venture capitalists, multi-generational families, and retirees.

Where is UBS Private Wealth Management located?

UBS Private Wealth Management has offices in multiple locations, including Palo Alto, California.