BOSTON --(BUSINESS WIRE)-- UBS is proud to announce that three financial advisors in the Firm’s Greater New England Market have been named to Forbes/SHOOK Top Next-Gen Wealth Advisors list for 2020. Those recognized include:
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20200805005631/en/
Sam Sinclair, Matthew Bechtel and Peter Farrington. Source: UBS.
The Forbes ranking of Top Next-Gen Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. The list recognizes the country's next-generation of financial advisors, who represent the future of the wealth management industry. The 2020 list includes a total of 500 advisors who manage over $1 trillion in client assets.
“We are proud to see Sam, Matt and Peter receive this honorable award and be recognized as the future of the wealth management industry,” said James Ducey, Greater New England Market Head at UBS Wealth Management USA. “As we embark on a new era of wealth management, how we cultivate the next generation of advisors is of the highest importance to us. We look forward to supporting their continued journeys and we thank them for their dedication."
For the full list and further information: https://www.forbes.com/top-next-gen-advisors.
Notes to Editors
About UBS Global Wealth Management
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.
© UBS 2020. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.
(c)Business Wire. All of the news releases contained herein are protected by copyright and other applicable laws, treaties and conventions. Information contained in the releases is furnished by Business Wire's members, who warrant that they are solely responsible for the content, accuracy and originality of the information contained therein. All reproduction, other than for an individual user's personal reference, is prohibited without prior written permission.