Recognition of an exceptional career in Financial Services
BOSTON–(BUSINESS WIRE)–UBS announced today that three Boston-based financial advisors within the firm’s Northeast Private Wealth Management Market have been named to the Forbes/SHOOK 2020 Top Next-Gen Wealth Advisors List: Andrea Bevis, Justin Glucksman and Griffin Knowlton.
Bevis joined UBS Private Wealth Management in 2015 as co-head of the firm’s Seidman Bevis Group. Since 2003, through this holistic approach to wealth management, she has helped affluent families and entrepreneurs succeed financially by providing tailored advice, strategies, planning, and investment solutions.
Glucksman joined UBS in 2005 and is a Private Wealth Advisor at the firm’s Hargadon Wealth Management team. Glucksman specializes in the development of customized equity sales strategies for founders, executives and directors of publicly traded companies.
Knowlton is a member of the firm’s KKL Partners team. He acts as the team’s capital advisor and helps develop and implement thoughtful lending solutions for clients around pre-IPO lending, commercial and residential real estate, art collections, aviation, yacht financing, unsecured lines, and securities backed loans.
“We are very pleased with the recognition of these financial advisors who represent the future of the firm,” said Julie Fox, UBS Northeast Private Wealth Market Head. “On behalf of myself and Max Bardeen (New England PWM Complex Director), we congratulate Andrea, Justin and Griffin on this exciting accomplishment.”
The Forbes 2020 Top Next-Gen Wealth Advisors list features 500 advisors and is compiled using an algorithm based on various criteria including: in-person interviews, compliance records, revenue produced, industry experience and assets under management. For the full list and more information, visit: https://www.forbes.com/top-next-gen-advisors/#4bd6bfb06df0
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.
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 31% of its employees working in the Americas, 32% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 18% in Asia Pacific. UBS Group AG employs over 67,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
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