UBS Wealth Management USA announced today that Frank J. Coiro, CIMA, financial advisor based in the company’s New York office, has been named to Forbes / SHOOK Research’s Top Wealth Advisor list for 2021. This is the fourth year Frank has been added to the list.
“I am very proud that Frank was named to this prestigious list,” said Joseph Lombardo, 1251 Avenue Americas Branch Manager, UBS Wealth Management USA. “He and his team lead the way by providing clients with the experience and guidance they need to pursue what matters most, financially and personally.”
With over 30 years of experience in the financial services industry, Frank offers wealthy individuals and institutions comprehensive wealth advice, including private and public pension plans, municipalities, foundations and foundations. Prior to joining UBS in 2015, Frank held similar advisory roles at Morgan Stanley and CIBC Oppenheimer.
Frank received the 2001 Certified Investment Management Analyst (CIMA) award from the University of Pennsylvania’s Wharton School of Business and is a member of the Investment Management Consultants Association (IMCA). He earned his Bachelor of Business Administration in Economics from Pace University. Frank lives on the Upper East Side in New York City with his wife and son. He is an avid golfer and an active member of the Manhattan Woods Golf Club.
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: www.forbes.com/best-in-state-wealth-advisors.
Notes for editors
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.
The story goes on
UBS offers financial advice and solutions to wealthy, institutional and corporate clients worldwide as well as private clients in Switzerland. UBS’s strategy is focused on our world’s leading wealth management business and our leading universal bank in Switzerland, which will be expanded to include Asset Management and the Investment Bank. The bank focuses on companies that have a strong competitive position in their target markets, are capital efficient and have attractive long-term structural growth or profitability prospects.
UBS is represented in all major financial centers around the world. The company has branches in more than 50 regions and locations. About 30% of employees work in America, 31% in Switzerland, 19% in the rest of Europe, the Middle East and Africa, and 20% in the Asia-Pacific region. UBS Group AG employs over 68,000 people worldwide. The shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
© 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.
View source version on businesswire.com: https://www.businesswire.com/news/home/20210430005343/de/
+1 212 882-5705