UBS advisor team Endurance Artist Management named to the Forbes Best-in-State Wealth Management Teams list

Rhea-AI Summary

UBS Wealth Management USA's Endurance Artist Management team in Los Angeles has been named to the Forbes Best-In-State Wealth Management Teams list for 2024, marking the second consecutive year they have achieved this recognition. Led by Private Wealth Advisor David Schachter and Financial Advisors Dane Abbott and Tony De La Rosa, the team serves entrepreneurs, entertainment clients, business owners, founders, and venture-backed growth companies. The team also includes Wealth Strategy Associate Peter Repar and Client Associate Alexander Chumas. The Forbes/SHOOK Best-In-State Wealth Management Teams list features more than 4,100 teams with cumulative assets of $5.1 trillion, and the ranking is based on quantitative and qualitative criteria, including interviews.

LOS ANGELES--(BUSINESS WIRE)-- UBS Wealth Management USA announced today that Endurance Artist Management, an advisor team in the firm’s Los Angeles, California office has been named to the Forbes Best-In-State Wealth Management Teams list for 2024. This is the second consecutive year the team has been named to the list.

“I’m incredibly proud to see this talented team recognized once again, and I want to congratulate each of them on this terrific achievement,” said Lauren Gorsche, UBS Los Angeles Market Executive. “Achieving this recognition two years in a row is a testament to their unwavering commitment to serving clients with dedication, diligence, and sophistication.”

Led by Private Wealth Advisor David Schachter and Financial Advisors Dane Abbott and Tony De La Rosa, Endurance Artist Management serves a wide range of entrepreneurs and entertainment clients, including top artists, song writers, music producers, directors, showrunners, and executives in Hollywood. The team also provides business owners, founders and venture-backed growth companies with guidance and corporate advisory services from early stages through strategic exits, IPOs and beyond.

David Schachter also holds the UBS Athletes and Entertainers Consultant (“AEC”) designation. Advisors with the UBS AEC designation meet specific requirements, including depth of experience advising clients in the sports and entertainment industries and a commitment to serving athletes or entertainers in a way that meets them “where they are.” This select group of UBS advisors participate in an extensive training program, which covers complex needs unique to this client segment, such as atypical income streams and special financing circumstances. David has also previously been recognized as a Forbes Best-in-State Wealth Advisor (2021, 2022, 2023).

The Endurance Artist Management team also includes Wealth Strategy Associate Peter Repar and Client Associate Alexander Chumas.

The Forbes/SHOOK Best-In-State Wealth Management Teams list features more than 4,100 teams with cumulative assets of $5.1 trillion. The ranking, developed by SHOOK Research, is based on an algorithm of quantitative and qualitative criteria, including telephone, virtual and in-person interviews.

For the full list and further information, visit: https://www.forbes.com/lists/wealth-management-teams-best-in-state.

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).

https://www.ubs.com

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Media:

Christina Aquilina

Christina.aquilina@ubs.com

Source: UBS

FAQ

Who has been named to the Forbes Best-In-State Wealth Management Teams list for 2024?

The Endurance Artist Management team of UBS Wealth Management USA in Los Angeles.

Who leads the Endurance Artist Management team?

Private Wealth Advisor David Schachter and Financial Advisors Dane Abbott and Tony De La Rosa.

What is the cumulative assets of the teams featured in the Forbes/SHOOK Best-In-State Wealth Management Teams list?

$5.1 trillion.

What is the basis for the ranking in the Forbes Best-In-State Wealth Management Teams list?

The ranking is based on an algorithm of quantitative and qualitative criteria, including interviews.