Recognition of an exceptional career in Financial Services
NEW YORK–(BUSINESS WIRE)–UBS announced today that Frank Coiro, CIMA*, managing partner of Coiro |
Glickstein Wealth Management at UBS Financial Services Inc. has once
again been recognized by Forbes in their ranking of America’s
Best-In-State Wealth Advisors for 2019.
Frank is a Senior Vice President, Certified Investment Management
Analyst and Institutional Consultant, Endowment & Foundations. With
nearly 30 years of wealth management experience, Frank and his team
provide comprehensive wealth management for corporate executives as well
as institutions.
“On behalf of UBS, I extend my sincerest congratulations to Frank Coiro
for being recognized by Forbes in their annual listing of Best-In-State
Wealth Advisors,” says Mara Glassel, Managing Director and New York City
Market Head. “Frank and his team are leading the way by offering clients
the experience, guidance and access to resources they need to help them
pursue what matters most.”
“I am honored to be named as one of New York’s Top Wealth Advisors. My
inclusion on the Forbes Best-In-State list, however, would not be
possible without the commitment of the team, combined with the trust of
our loyal clientele,” said Coiro.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK
Research, is based on an algorithm of qualitative criteria, mostly
gained through telephone and in-person due diligence interviews, and
quantitative data. Advisors considered must have a minimum of seven
years’ experience, and the algorithm weights factors like revenue
trends, assets under management, compliance records, industry experience
and those that encompass best practices in their practices and approach
to working with clients.
For the full list and further information visit: www.forbes.com/best-in-state-wealth-advisors/
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’ 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 52 countries, with about 34% of its employees working in the
Americas, 34% in Switzerland, 18% in the rest of Europe, the Middle East
and Africa and 14% in Asia Pacific. UBS Group AG employs approximately
61,000 people around the world. Its shares are listed on the SIX Swiss
Exchange and the New York Stock Exchange (NYSE).
© UBS 2019. All rights reserved. The key symbol and UBS are among the
registered and unregistered trademarks of UBS.
Forbes Best-in-State Wealth Advisors list is comprised of approximately
2,200 financial advisors. It was developed by SHOOK Research and is
based on in-person and telephone due diligence meetings to measure
factors such as: quality of practice, industry experience, compliance
record, assets under management (which vary from state to state) and
revenue. 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. Investment performance is not a criterion because client
objectives and risk tolerances vary, and advisors rarely have audited
performance reports. Rankings are based on the opinions of SHOOK
Research, LLC and not indicative of future performance or representative
of any one client’s experience.
Contacts
Media:
Laura Hastings
+1 212 882-5705
[email protected]
www.ubs.com
