UBS Advisor Team Rimmel Mehaffey Pessy Wealth Consulting Group Named to Forbes Best-In-State Wealth Management Teams list
07 Febrero 2024 - 11:35AM
Business Wire
UBS Wealth Management USA today announced that Rimmel Mehaffey
Pessy Wealth Consulting Group, an advisor team in the firm’s
Pittsburgh, PA office, has been named to the Forbes Best-In-State
Wealth Management Teams list for 2024. This is the second
consecutive year that the team has been ranked the top advisor team
(#1) in Pennsylvania – West by Forbes.
“This recognition is not only a testament to the team’s combined
talent, but also to their ability to collaborate and problem-solve,
always putting the client first,” said William Cholawa, UBS Market
Executive, Greater New England. “We’re proud of the team’s
dedication, leadership, and excellence in helping each client
pursue what matters most to them.”
Rimmel Mehaffey Pessy Wealth Consulting Group is led by
Financial Advisors Jim Rimmel and Dan Pessy.
Jim Rimmel joined UBS in 1997. He focuses on high-net-worth
individuals, business owners, retirement plans, asset allocation
strategies and complex financial planning strategies. Jim holds the
Series 7, 31, 63 and 65 securities licenses and his insurance
license. He earned an M.B.A. with a concentration in strategic
planning and finance from the University of Pittsburgh’s Katz
Graduate School of Business. Jim graduated with a B.S. in business
and a minor in history from Miami University, Oxford, OH. Jim is
active in the local community, currently serving on the Board at
Light of Life Rescue Mission and has previously served on boards of
the Pittsburgh Symphony, Longue Vue Club, the Coalition for
Christian Outreach and Beverly Heights Presbyterian Church. He
lives in Mount Lebanon with his wife, has two grown daughters, and
enjoys traveling with his family as well as playing golf.
Jim has received numerous industry accolades throughout his
career, including being named to the Barron’s Top 1,200 Financial
Advisors list (2009-2023), the Forbes America’s Top Wealth Advisors
list (2022-2023), and the Forbes Best-in-State Wealth Advisors list
(2018-2023), among others.
Dan Pessy began his career at UBS in December 1999, joining the
Rimmel Mehaffey Pessy Wealth Consulting Group in August 2000.
Relying on more than 20 years of experience, Dan advises high-net
worth individuals and business owners on wealth accumulation,
preservation and transfer strategies. His focus on financial and
retirement planning, asset allocation analysis, and investment
manager selection provides his clients with a full-service and
holistic approach to wealth management. Dan also advises qualified
retirement plans on plan design and fund selection, working closely
with employers to provide an important benefit to their
employees.
Dan earned a B.S. in Finance and Investment Management from
Duquesne University in Pittsburgh, PA. He is actively involved with
his alma mater, as well as the American Cancer Society and various
youth sports. An avid golfer, Dan enjoys travel, golf course
architecture and spending time with friends and family. He lives in
Pittsburgh with his wife and two daughters.
Dan completed the UBS Wealth Advisor Program and is a Senior
Portfolio Manager in the UBS Portfolio Management Program, enabling
him to offer personalized, discretionary investment management to
his clients. He has received several other industry accolades over
the years, including being named to the Forbes Best-in-State Wealth
Advisors list (2019-2023).
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/20240207234115/en/
Media: Christina Aquilina Christina.aquilina@ubs.com
UBS (NYSE:UBS)
Gráfica de Acción Histórica
De Abr 2024 a May 2024
UBS (NYSE:UBS)
Gráfica de Acción Histórica
De May 2023 a May 2024