Sign In  |  Register  |  About Livermore  |  Contact Us

Livermore, CA
September 01, 2020 1:25pm
7-Day Forecast | Traffic
  • Search Hotels in Livermore

  • ROOMS:

Three UBS Advisors in Long Island, New York, Named to Forbes/SHOOK Best-in-State Wealth Advisors List

By: via Business Wire

UBS Wealth Management USA announced today that Paul Wexler, Matthew (“Matt”) Kroin, and Brian Lacks, Financial Advisors in the firm’s Melville, New York office, have been named to the Forbes/SHOOK Research Best-in-State Wealth Advisors list for 2021.

With more than 80 years of combined experience in the financial services industry, Paul, Matt, and Brian have dedicated their careers to working with high-net-worth families to develop detailed financial plans to put them on a successful path to achieve their investment goals.

“Paul, Matt, Brian and their team continuously provide their clients with the highest level of expert financial advice with responsive, personal service," said John Houlihan, Long Island, New York Complex Director at UBS Wealth Management USA. "It’s truly gratifying to see them acknowledged for their long-standing dedication to their clients and recognized for their industry achievements."

Paul is a Managing Director and Senior Portfolio Manager, who has been with UBS since 1987. He has a Bachelor’s degree in Accounting from the University of Maryland. Paul lives on Long Island with his wife and has three children and one granddaughter. This is Paul’s fourth consecutive year being named to the Forbes/SHOOK Research Best-in-State Wealth Advisors list.

Matt is a Senior Portfolio Manager. He began his career in financial services in 1995 and joined UBS in 2008. He has a Bachelor’s degree in Economics and Finance from Towson University. Matt lives with his wife and two children on Long Island. This is Matt’s third consecutive year being named to the Forbes/SHOOK Research Best-in-State Wealth Advisors list.

Brian began his career in financial services in 1987 and joined UBS in 2008. He has a Bachelor’s degree in Business Administration from the State University of New York at Albany, and an MBA in Finance from NYU Stern School of Business. Brian holds the designation of Chartered Retirement Plans Specialist (CRPS®). He lives with his wife on Long Island and has two children. This is Brian’s second consecutive year being named to the Forbes/SHOOK Research Best-in-State Wealth Advisors list.

This year’s Forbes/SHOOK Research Best-in-State Wealth Advisors list is comprised of over 5,000 Advisors across the country, managing more than $6 trillion in client assets. Each advisor is chosen based on an algorithm of qualitative and quantitative measures including phone and in-person interviews, compliance records, and revenue generated for their firms.

For the full list and further information visit:

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.

About UBS

UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS's strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.

UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 31% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 20% in Asia Pacific. UBS Group AG employs over 68,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

© UBS 2021. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.


Data & News supplied by
Stock quotes supplied by Barchart
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms and Conditions.
Copyright © 2010-2020 & California Media Partners, LLC. All rights reserved.