UBS Advisor Michael Matthews Named to the Forbes/SHOOK Top 250 Wealth Advisors List
September 29 2021 - 1:07PM
Business Wire
UBS Private Wealth Management announced today that Michael
Matthews, a Managing Director, Private Wealth Advisor and Senior
Portfolio Manager in the firm’s Bellevue, Washington office, has
been named to the Forbes/SHOOK Research Top 250 Wealth Advisors
list for 2021.
“Mike’s expertise and commitment to his clients is evident not
only because of accolades like this, but because of the esteemed
respect we all have for him,” said Todd Locicero, West Coast Market
Head at UBS Private Wealth Management. “I’m proud that his diligent
work ethic and commitment to putting his clients first is being
recognized across the industry.”
Michael has over 30 years of experience in the financial
services industry, serving the complex needs of successful families
and institutional clients. He is known for taking an active,
detailed, and highly customized approach to managing client
objectives, leveraging the resources of UBS's global footprint to
help them thrive financially so they can make their unique mark on
the world. Michael holds a B.S. in Business Administration, with a
major in Accounting from The Ohio State University. In his free
time, Michael enjoys golf, exercise, and spending time with family
and friends in the local community.
The sixth annual Forbes/SHOOK Research Top 250 Wealth Advisors
list recognizes the country's top financial advisors who represent
the future of the wealth management industry.
For the full list and further information visit:
https://www.forbes.com/top-wealth-advisors.
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).
https://www.ubs.com
© UBS 2021. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS. Although
neither UBS Financial Service 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.
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Laura Hastings laura.hastings@ubs.com +1 212 882-5705
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