The Matthews Group at UBS Ranked a Top Wealth Management Team by Barron’s, Forbes
June 27 2024 - 9:00AM
Business Wire
UBS Private Wealth Management today announced that financial
advisor team The Matthews Group has been named to the Barron’s 2024
Top 250 Private Wealth Management Teams list and the Forbes 2024
Best-in-State Wealth Management Teams list. The team also was named
last year to the Forbes America’s Top Wealth Management Teams -
Private Wealth list for 2023.
“This recognition highlights The Matthews Group’s dedication to
leverage their experience and expertise alongside the broad
capabilities at UBS Private Wealth Management to make a lasting
difference in their clients’ lives,” said Todd Lociero, San
Francisco Market Executive at UBS.
The 19-member team, led by Michael Matthews, Tyler Matthews,
Melanie Matthews, Kathryn Sciba, Tanner Peelen, Kim Muska, Mandy
Ho, Shawn Meeks, Renee Hawkes and Mike Bockner, have been entrusted
with over $2.3 billion in client investable assets. Together, they
provide a multi-disciplinary approach to delivering holistic advice
to ultra-high net worth individuals, business owners, entrepreneurs
and multi-generational families. The team is known for taking a
detailed and highly customized approach to managing client
portfolios, leveraging the resources of UBS's global footprint to
help them thrive financially so they can make their unique mark on
the world.
Teams are ranked on a variety of factors, including their size
and shape, their regulatory records and credentials of their
members, and the resources they have at their disposal to serve
their client bases.
To see the full Barron’s 2024 Top 250 Private Wealth Management
Teams ranking, visit:
https://www.barrons.com/advisor/report/top-financial-advisors/private-wealth
To see the full Forbes/SHOOK 2024 Best-In-State Wealth
Management Teams list, visit:
https://www.forbes.com/lists/wealth-management-teams-best-in-state/
To see the full Forbes/SHOOK 2023 Top Wealth Management Teams -
Private Wealth list, visit:
https://www.forbes.com/lists/top-wealth-management-teams-private-wealth/
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 5.7 trillion
dollars of invested assets as per fourth 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).
https://www.ubs.com
© UBS 2024. 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.
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Media: Christina Aquilina Christina.aquilina@ubs.com
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