Twenty-two UBS Advisor Teams in Southern California and Hawaii Named to Forbes Best-in-State Wealth Management Teams List
13 Febrero 2024 - 10:05AM
Business Wire
UBS Wealth Management USA announced today that 22 financial
advisor teams based in the Southern California and Hawaiian areas
of the firm’s Pacific Desert market have been named to the Forbes
Best-In-State Wealth Management Teams list for 2024. Of the advisor
teams recognized, nine work from the firm’s Orange County offices,
ten are based in San Diego County, and three are in Honolulu.
“I’m very proud to see so many of our talented teams recognized
for their dedication to meeting the needs of their clients,” says
Justin Frame, Pacific Desert Market Head, UBS Wealth Management
USA. “Our teams are fully committed to helping clients achieve
their financial goals and life ambitions, by providing
personalized, comprehensive wealth management services and
best-in-class advice. Congratulations to our outstanding advisor
teams for this prestigious industry recognition.”
The teams, and where they rank in the state lists, are:
Orange County, CA
- Porter, Axelson, Bremner (#3), Newport Beach: Barry Porter,
James Axelson, Timothy Bremner
- Thompson Katzaroff Kottmeier Group (#4), Irvine: Mike Thompson,
Joseph Katzaroff, Sasha Kottmeier, Taylor Thompson
- Price Group (#5), Irvine: Christopher R. Price, Dana B. Terry,
Justin Equitz, Cameron J. Price
- Newport Legacy Wealth Management (#6), Newport Beach: Marc
Foster, Brian Gooding, Blake Foster
- Signature Legacy Wealth Management (#11), Newport Beach: Thomas
Podmajersky, Nicholas Villasenor, Tyler B. Smith
- The Pacific Financial Group (#29), Newport Beach: Michael
Miremadi, Christopher Heintz, Sam Davidson
- Newport Center Wealth Management (#49), Newport Beach: James
riley, Travis L. Smith, Adam Koyanagi, Steven L. Smith, Dean Riley,
Casey T. Williams
- The Gee Group (#102), Irvine: Clinton Gee, Cheryl Gee
Newport Beach, CA and Santa Fe, NM
- NewCoast Wealth Advisors (#2 in NM), Ed Levin, John Vasquez,
Manuel Monasterio
San Diego, CA
- Paradigm Group (Private Wealth) (#13), La Jolla: Braydon
Hamilton, Stephen LaFata
- Continuum Wealth Advisors (Private Wealth) (#24), La Jolla:
Chris Radici, Andrew Galewski, Brian Maienschein
- The Baldwin Group (#26), aka Prospect Wealth Partners, La
Jolla: Frank Baldwin, Brian Donaldson, Alex Howell
- RKG Wealth Partners (#27), San Diego: Andy Ratner, Tom
Krumenacher, Christina Gustin
- The Thompson Wealth Management Group (#37), San Diego: Earl
Thompson, Bryan Thompson
- SGM Wealth Management (#38), La Jolla: Glen Sage, Scott
Sugarman, Michael Tusan
- San Diego Wealth Management (#40), San Diego: Jeffrey Adams,
Brian Young, Judith Seaver
- Andreasen Gleeson Wealth Management (#76), San Diego: Peter
Andreasen, Candice Gleeson, Ryan Green
- Dawson Wealth Management Group (#79), San Diego; Edward L.
Dawson, Adrianne Hoy, Patty Bribiesca
- The Pitzak Group (#86), La Jolla: Chris Pitzak, Reid Chase
Honolulu, HI:
- Megorden Group (#5): Matthew Megorden, Michael W. Miller, Todd
Iacovelli
- Miyamasu Shiu Wealth Consulting (#9): Dan Shiu, John Miyamasu,
Jenny Do
- The Hamano Yoneshige Team (#11): Kyle Yoneshige, Lori
Hamano
The second annual Forbes/SHOOK Best-In-State Wealth Management
Teams list features more than 4,100 teams with cumulative assets of
$5.1 trillion. Forbes list is compiled by SHOOK Research, which
uses quantitative and qualitative data, including interviews, to
rank teams.
For the full list and methodology, visit:
https://www.forbes.com/lists/wealth-management-teams-best-in-state/?sh=1647359376f2
Notes to Editors: Photos available upon request
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).
© UBS 2024. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS. Although
neither UBS Financial Services Inc. or its employees pay a fee in
exchange for these ratings, UBS may hire RJ Shook to be a speaker
for events. Past performance is not an indication of future
results. For press use only.
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Beth Walsh 858-254-2845 beth@clearpointagency.com
https://www.ubs.com
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