LOS ANGELES -- (Business Wire)
UBS Private Wealth Management announced today that Private Wealth Advisors Drew Freides and Michael Kanigher have been named to the Forbes/SHOOK Research America's Top Wealth Advisors list for 2022. Drew and Michael are Managing Directors at Mainsail Wealth Partners in UBS's West Coast Market and are ranked #13 and #89 in the country, respectively.
"We're thrilled to see Drew and Mike recognized as two of the top Private Wealth Advisors in the nation," said Lauren Gorsche, Metro LA Market Head at UBS Private Wealth Management. "Their entire team has achieved a remarkable level of success through their dedication, focus, and commitment to their clients."
Drew and Michael are part of one of the largest advisor teams at UBS, Mainsail Wealth Partners, managing approximately $9 billion in client assets. The 20-person team advises senior executives at public and private companies, along with successful families, with a focus on providing their clients with a complete wealth management solution, incorporating liability management, estate planning, tax optimization and philanthropic strategies into their investment advice. Both Drew and Michael are distinguished members of the UBS Pinnacle Council, which represents an exclusive group of the firm's top advisors.
Drew has been recognized on numerous industry lists, most recently as the top Private Wealth Advisor in Los Angeles on the 2022 Forbes/SHOOK Best-in-State Wealth Advisors list. Using his background in engineering, he takes a quantitative and analytical approach to investing.
Michael was also recently recognized on the 2022 Forbes/SHOOK Best-in-State Wealth Advisors list, ranking #7 in the Los Angeles Private Wealth Management category for 2022. He previously served as Co-Chair of the UBS Financial Advisor Advisory Council (FAAC), a select group that addresses the critical issues and concerns that ultimately help advisors better serve their clients.
The Forbes/SHOOK list of America's Top Wealth Advisors contains 250 advisors with combined assets under management of $893 billion. The list was developed by SHOOK Research and is based on a variety of criteria, including in-person interviews, industry experience, compliance records, assets under management and revenue.
For more information and the complete list, please visit: https://www.forbes.com/top-wealth-advisors/#23fdfc351a14.
Notes to Editors
UBS convenes the global ecosystem for investing, where people and ideas are connected and opportunities brought to life, and provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as to private clients in Switzerland. UBS offers investment solutions, products and impactful thought leadership, is the leading global wealth manager, provides large-scale and diversified asset management, focused investment banking capabilities, and personal and corporate banking services in Switzerland. The firm focuses on businesses that have a strong competitive position in their target 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).
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Source: UBS Private Wealth Management
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