11 UBS advisors in San Diego were named to Forbes / SHOOK’s Top Asset Advisors list

SAN DIEGO–(BUSINESS WIRE) – UBS Wealth Management USA announced today that nine financial advisors and two private wealth advisors have been named to Forbes / SHOOK Research’s Top Wealth Advisors list for 2021 in the company’s San Diego Market.

They are: Frank Baldwin, Brian Donaldson, Braydon Hamilton, and Christopher Radici of the La Jolla office; Peter Andreasen, Courtney Liddy, and Earl Thompson of the downtown San Diego office; Blair Cannon, Kalyn Maher Walker, and Steven DeMatteo of the Carmel Valley office; and Daniel Shiu of the Honolulu office, which falls under the San Diego Market.

“These advisors are dedicated, hardworking, and committed to providing insightful and objective advice to their clients, leveraging the breadth and depth of the company’s global resources,” said Chris Marsh, market leader, San Diego, UBS Wealth Management USA. “I am proud that they are recognized for their great work.”

This year’s Forbes / SHOOK Research list of best-in-state wealth advisors includes over 5,000 advisors across the country who manage more than $ 6 trillion in client assets. Each consultant is selected based on an algorithm of qualitative and quantitative measures, including telephone and face-to-face interviews, compliance records and revenue generated for their companies.

The full list and more information can be found at: https://www.forbes.com/best-in-state-wealth-advisors/#52c71233291d.

Note to editors

Background and photos of the listed consultants are available on request.

About UBS Global Wealth Management

As the world’s largest wealth manager, UBS Global Wealth Management offers wealthy families and individuals around the world comprehensive advice, solutions and services. Clients working with UBS benefit from a fully integrated suite of wealth management functions and skills, including wealth planning, investment management, capital markets, banking, lending, and institutional and corporate financial advice.

© UBS 2021. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Neither UBS Financial Services Inc. nor its employees pay a fee in exchange for these ratings. Past performance is not an indication of future results.

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