UBS Private Wealth Management announced today that Wise River Advisors, an advisor team in the firm’s West Coast Private Wealth Management Market, has been ranked ninth in the nation in the Barron’s Top 100 Private Wealth Teams list for 2022.
The team includes Private Wealth Advisors Mark N. Binder and Craig S. Chiate, as well as Financial Advisors Glenn A. Oratz, James E. Chiate, Anthony Daniel Guinane, David Mandel, Scott A. Brown, Benjamin Christian Schroder, Austin Del'Ve, Seul Gee “Jen” Lee-Mitchell, Salvatore J. Mineo, Russell Price, and Clarence Hughes.
“We are extremely proud to see Mark, Craig, and their team recognized as one of the top Private Wealth teams in the country," said Lauren Gorsche, Metro LA Market Head at UBS Wealth Management USA. “Their dedication to delivering thoughtful advice and exceptional service is what makes them one of the best in the industry.”
Wise River Advisors and their strategic partners manage a combined of $7.4 billion in client assets, providing wealth management and investing solutions to ultra-affluent individuals and families, partnerships, endowments and foundations.
Mark Binder and Craig Chiate have previously appeared on top industry recognition lists including the Forbes Best-in-State Wealth Advisors (2018 – 2022), Financial Times Top 400 Financial Advisers (2015 – 2019), Barron’s Top 100 Private Wealth Advisory Teams (2021, 2022), and Barron’s Top 1,200 Financial Advisors (2016 – 2022).
The Barron's Top 100 Private Wealth Management Teams are ranked on a variety of factors, including assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
For the full list and further information, visit: https://www.barrons.com/advisor/report/top-financial-advisors/private-wealth.
Notes to Editors
About UBS
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, 29% in Switzerland, 20% 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).
© UBS 2022. 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.
View source version on businesswire.com: https://www.businesswire.com/news/home/20220913005497/en/
“We are extremely proud to see Mark, Craig, and their team recognized as one of the top Private Wealth teams in the country," said Lauren Gorsche, Metro LA Market Head at UBS Wealth Management USA.
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