Sign In  |  Register  |  About Livermore  |  Contact Us

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

  • ROOMS:

UBS Advisor Team ViewPoint Partners Named to Barron’s Top 100 Private Wealth Management Teams List

By: via Business Wire

UBS Private Wealth Management announced today that ViewPoint Partners, and Private Wealth Advisors Hillary Cullen, James Coan and Aileen Schruth in the firm’s New York City office, has been named to the Barron’s Top 100 Private Wealth Management Teams list for 2023.

“It is extremely gratifying to see this team recognized among the nation’s top advisors,” said Bob Sorrentino, Manhattan Market Director at UBS Private Wealth Management. “They have decades of experience successfully advising ultra-high net worth individuals and families on financial and investment matters, and I’m proud to congratulate them on this extraordinary industry achievement.”

ViewPoint Partners is an experienced team of Private Wealth Advisors that provides ultra-high net worth individuals, family offices and institutions with comprehensive wealth management advice and guidance. As a team of men and women spanning four generations, they offer a diversity of perspectives and experience to help clients achieve their financial goals, through every stage of life.

Hillary Cullen is a 20-year veteran of UBS Wealth Management and applies her experience when overseeing all aspects of investing for the team. She focuses on providing clients with tailored advice and solutions that are well-aligned with their goals, including family legacy, philanthropic or estate planning. She also holds the Certified Financial Planner (CFP®) designation.

James Coan joined UBS in 2008 and he focuses on providing the team’s clients with strategic asset allocation, investment manager selection, and alternative investment and concentrated stock strategies. His team's four-step process includes the creation of investment policy guidelines, the development of a strategic asset allocation, the selection of appropriate investment vehicles and the monitoring of investment performance.

Aileen Schruth spearheads the team’s advanced financial planning services, which includes complex cash flow projections, customized insurance reviews and solutions, asset allocation strategies, as well as investment manager selection and monitoring. As a Chartered Retirement Plan Counselor (CRPC®), Aileen also manages her team’s retirement plan business, overseeing relationships with 401(k) and 403(b) plan providers. She also holds the Certified Divorce Financial Analyst® and Certified Financial Planner (CFP®) designations.

ViewPoint Partners ranked #63 in the nation on this year’s list, up from #78 in 2022. The team has also been named to several other industry recognition lists throughout the years, including being ranked #38 in the nation by Forbes on the America’s Top Wealth Management teams Private Wealth list for 2022.

The annual Barron's Top 100 Private Wealth Teams recognizes wealth advisory teams across the country that specialize in serving individuals and families. The ranking is compiled based on a number of qualitative and quantitative factors, including assets under management, revenue produced for the firm, regulatory record, credentials of their members, and the resources they have at their disposal to serve their client bases.

For the full list and further information, please visit:

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).

© UBS 2023. 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.


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.