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 the Northeast Private Wealth Management Market Named to the Forbes/SHOOK Top Women Wealth Advisors List

By: via Business Wire

UBS Private Wealth Management today announced that three Private Wealth Advisors in the firm’s Northeast Private Wealth Management market have been named to the Forbes/SHOOK Research Top Women Wealth Advisors list for 2022. The advisors are: Andrea Bevis, Susan Bordash and Teresa Jacobsen.

“We are proud to see Andrea, Susan and Teresa named to this prestigious list,” said Julie Fox, Northeast Market Head at UBS Private Wealth Management. “These advisors go above and beyond for their clients, and this recognition proves that they are some of the best in the business.”

Andrea Bevis joined UBS Private Wealth Management in 2015. Since 2003, she has helped affluent families and entrepreneurs succeed financially by providing tailored advice, strategies, planning, and investment solutions. Andrea earned a B.S. in Finance and dual M.B.A./M.S.F. from Boston College's Carroll School of Management. In the past, she has been recognized nationally as an industry leader by Forbes/SHOOK Research as both a Best-In-State Wealth Advisor and a Top Next-Generation Wealth Advisor.

Susan Bordash joined UBS in 2002. She has helped individuals and their families manage the accumulation, preservation, and transfer of wealth for nearly 40 years, after starting her career in financial services with Morgan Stanley’s Private Wealth Management Group in 1979. Susan provides strategic advice on wealth planning, trust and estate planning strategies, and liability management. She has a degree in Management from the State University of New York, Binghamton.

Teresa Jacobsen joined UBS in 1999 and has over 25 years of experience in the financial services industry. Prior to joining UBS, Teresa held roles at U.S. Trust, Pfizer, Inc. and KPMG. Most recently, she earned the Barron's Hall of Fame recognition, which highlights 10 or more years of being ranked in one of Barron's Top 100 lists. She is currently a Barron's Top 1,200 Advisor for the state of Connecticut and has the Certified Retirement Specialist designation. Teresa earned an MBA degree from Pace University.

The Forbes/SHOOK Research sixth annual Top Women Wealth Advisors list is made up of 1,377 advisors who collectively manage $1.9 trillion in client assets. The list was compiled by SHOOK Research, which researched and interviewed candidates who had been nominated by 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, 30% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

© UBS 2022. 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.


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.