UBS Advisor Frank Coiro Named to Forbes List of America’s Best-In-State Wealth Advisors
NEW YORK--(BUSINESS WIRE)--May 2, 2019--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.
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.
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PUB: 05/02/2019 10:14 AM/DISC: 05/02/2019 10:14 AM