UBS Advisor Team The Mahoney Group Named to Forbes Best-in-State Wealth Management Teams List

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UBS Private Wealth Management's The Mahoney Group in Los Angeles named to Forbes Best-in-State Wealth Management Teams list for 2024, led by Thomas Mahoney, recognized for client commitment and financial expertise.

LOS ANGELES--(BUSINESS WIRE)-- UBS Private Wealth Management announced today that financial advisor team, The Mahoney Group, based in the firm’s Los Angeles Private Wealth Management office, has been named to the Forbes Best-in-State Wealth Management Teams list for 2024.

As an accomplished UBS Private Wealth Management team with over 36 years of experience, The Mahoney Group specializes in guiding private company founders and their families through the preparation, long-term planning and management of their exit liquidity. Together, the team helps clients design comprehensive wealth management plans that integrate financial goals ranging from estate planning, wealth transfer and philanthropic strategies to sustainable and socially-responsible investing. The Mahoney Group is led by Private Wealth Advisor Thomas (Tom) Mahoney.

“Tom and his team are true professionals, continuously providing their clients with the highest levels of investing advice, with responsive and personal service,” said Lauren Gorsche, Los Angeles Market Executive at UBS Private Wealth Management. “I’m proud to see them recognized for their long-standing commitment to clients and I’d like to congratulate them on this terrific achievement.”

Tom Mahoney is a 37-year veteran of the financial services industry who focuses on building trust and strong, lasting relationships with his clients. Tom has built The Mahoney Group around the vision that continuous learning and process improvements can have a significant impact on client wealth. He has been recognized on the Forbes Best-in-State list of top wealth advisors for the past six years (2018-2023).

After receiving his B.B.A. in Finance from the University of Wisconsin-Madison, Tom earned an M.B.A. from Pepperdine University in California. He was a member of the Board of Governors of the CFA Society of Los Angeles and is the Co-Founder and Past President of CAIA Los Angeles.

Tom also served on the Board of Directors for The People Concern, which offers assistance, shelter and facilities to homeless individuals and families. An active scuba diver, Tom is a Dive master and Certified Rescue Diver.

The Forbes/SHOOK Best-In-State Wealth Management Teams list for 2024 is composed of more than 4,100 teams that collectively manage approximately $5.1 trillion in client assets. The ranking, developed by SHOOK Research, is based on an algorithm of quantitative and qualitative data, including telephone, virtual, and in-person interviews, industry experience, compliance records, and assets under management.

For the full list and further information, visit 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 countries around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

https://www.ubs.com

© 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/20240304038418/en/

Christina Aquilina

Christina.aquilina@ubs.com

Source: UBS

FAQ

What is the latest achievement of UBS Private Wealth Management's The Mahoney Group in Los Angeles?

The Mahoney Group has been named to the Forbes Best-in-State Wealth Management Teams list for 2024.

Who leads The Mahoney Group at UBS Private Wealth Management?

The Mahoney Group is led by Private Wealth Advisor Thomas (Tom) Mahoney.

What financial goals does The Mahoney Group help clients with?

The team helps clients design comprehensive wealth management plans integrating financial goals like estate planning, wealth transfer, and philanthropic strategies.

How is Tom Mahoney described in the PR?

Tom Mahoney is described as a 37-year veteran of the financial services industry focusing on building trust and lasting relationships with clients.

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

The ranking is based on quantitative and qualitative data including interviews, industry experience, compliance records, and assets under management.