UBS Advisor Team Montage Financial Group Named to Forbes Top Wealth Management Teams Private Wealth List
UBS Wealth Management US announced that their advisor team Montage Financial Group has been ranked #34 on the Forbes America's Top Wealth Management Teams Private Wealth list for 2024. The team, led by Private Wealth Advisors Jonathan Beukelman, Michael Chudd, Mark Geist, Jeremy Keller and Jeff Nemechek, operates across Denver, Las Vegas, and Lincoln.
The team specializes in guiding ultra-high net worth and high net worth clients through complex wealth challenges, focusing on accounts with $10 million or higher. This recognition is part of Forbes' third annual ranking, which features 100 teams managing cumulative assets of nearly $1.2 trillion. The ranking was compiled by SHOOK Research using both quantitative and qualitative data, including interviews.
UBS Wealth Management US ha annunciato che il loro team di consulenti Montage Financial Group è stato classificato al #34 nella lista di Forbes delle migliori squadre di gestione patrimoniale privata per il 2024. Il team, guidato dai consulenti patrimoniali privati Jonathan Beukelman, Michael Chudd, Mark Geist, Jeremy Keller e Jeff Nemechek, opera tra Denver, Las Vegas e Lincoln.
Il team si specializza nell'assistere clienti ultra-ricchi e ad alta patrimonialità attraverso sfide patrimoniali complesse, focalizzandosi su conti con $10 milioni o più. Questo riconoscimento fa parte della terza classifica annuale di Forbes, che presenta 100 team che gestiscono beni cumulativi di quasi $1,2 trilioni. La classifica è stata compilata da SHOOK Research utilizzando dati sia quantitativi che qualitativi, comprese interviste.
UBS Wealth Management US anunció que su equipo de asesores Montage Financial Group ha sido clasificado en el lugar #34 de la lista de Forbes de los mejores equipos de gestión de patrimonio privado de América para 2024. El equipo, liderado por los asesores de patrimonio privado Jonathan Beukelman, Michael Chudd, Mark Geist, Jeremy Keller y Jeff Nemechek, opera en Denver, Las Vegas y Lincoln.
El equipo se especializa en guiar a clientes de ultra alto y alto patrimonio a través de desafíos patrimoniales complejos, centrándose en cuentas con $10 millones o más. Este reconocimiento es parte de la tercera clasificación anual de Forbes, que presenta 100 equipos que gestionan activos acumulativos de casi $1.2 billones. La clasificación fue compilada por SHOOK Research utilizando datos cuantitativos y cualitativos, incluidas entrevistas.
UBS 자산 관리 미국은 그들의 자문 팀 Montage Financial Group이 2024년 포브스 미국 최고의 개인 자산 관리 팀 목록에서 34위로 선정되었다고 발표했습니다. 이 팀은 개인 자산 자문가인 Jonathan Beukelman, Michael Chudd, Mark Geist, Jeremy Keller 및 Jeff Nemechek가 이끌며, 덴버, 라스베이거스, 링컨에서 활동하고 있습니다.
이 팀은 1천만 달러 이상의 자금을 보유한 초고액 자산 고객과 고액 자산 고객을 복잡한 자산 문제에 대해 안내하는 데 전문화되어 있습니다. 이 인정은 포브스의 3회 연례 순위의 일환으로, 총 자산 1.2조 달러에 달하는 100개 팀이 소개됩니다. 순위는 정량적 및 정성적 데이터를 사용하여 SHOOK Research에 의해 작성되었으며, 인터뷰도 포함됩니다.
UBS Wealth Management US a annoncé que son équipe de conseillers Montage Financial Group a été classée au 34ème rang de la liste Forbes des meilleures équipes de gestion de patrimoine privé d'Amérique pour 2024. L'équipe, dirigée par les conseillers en patrimoine privé Jonathan Beukelman, Michael Chudd, Mark Geist, Jeremy Keller et Jeff Nemechek, opère à Denver, Las Vegas et Lincoln.
L'équipe se spécialise dans l'accompagnement de clients ultra-riches et riches à travers des défis patrimoniaux complexes, en se concentrant sur des comptes d'une valeur de 10 millions de dollars ou plus. Cette reconnaissance fait partie du classement annuel de Forbes, qui présente 100 équipes gérant des actifs cumulés d'environ 1,2 trillion de dollars. Le classement a été établi par SHOOK Research en utilisant des données quantitatives et qualitatives, y compris des entretiens.
UBS Wealth Management US gab bekannt, dass ihr Beratungsteam Montage Financial Group auf Platz 34 der Forbes-Liste der besten privaten Vermögensverwaltungsteams Amerikas für 2024 eingestuft wurde. Das Team, geleitet von den Private Wealth Advisors Jonathan Beukelman, Michael Chudd, Mark Geist, Jeremy Keller und Jeff Nemechek, ist in Denver, Las Vegas und Lincoln tätig.
Das Team spezialisiert sich darauf, ultra-hochvermögenden und hochvermögenden Kunden bei komplexen Vermögensherausforderungen zu helfen, mit einem Fokus auf Konten von 10 Millionen Dollar oder mehr. Diese Anerkennung ist Teil der dritten jährlichen Rangliste von Forbes, die 100 Teams umfasst, die kumulierte Vermögenswerte von nahezu 1,2 Billionen Dollar verwalten. Die Rangliste wurde von SHOOK Research anhand sowohl quantitativer als auch qualitativer Daten, einschließlich Interviews, erstellt.
- Ranked #34 nationally on Forbes' prestigious wealth management team list
- Team manages ultra-high net worth accounts ($10M+)
- Multi-state presence across Denver, Las Vegas, and Lincoln
- Part of elite group managing combined assets of $1.2 trillion
- None.
“These talented and hardworking advisors have a deep commitment to providing best-in-class, holistic wealth management guidance,” said Michael Gatewood, Midwest Market Executive. “This recognition speaks to the team’s unique abilities to advise ultra-high net worth and high net worth clients on a wide range of financial and investment matters. I am proud to congratulate each of them on this terrific achievement.”
With team members in
The third annual Forbes SHOOK Top Wealth Management Teams Private Wealth features 100 teams with cumulative assets of nearly
For the full list and further information visit: https://www.forbes.com/lists/top-wealth-management-teams-private-wealth/.
Notes to Editors
About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in
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Christina Aquilina
Christina.aquilina@ubs.com
Source: UBS
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