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9 UBS advisers earn spots on prestigious ‘40 under 40’ list

by Harmony Valdoz | Feb 10, 2018

On Wall Street considered nominees who were 39 or younger as of Dec. 31, 2017.
On Wall Street considered nominees who were 39 or younger as of Dec. 31, 2017. | File photo

Nine employees of UBS have made On Wall Street’s 2017 “40 Under 40” list that recognizes the achievements of young financial advisers.

On Wall Street considered nominees who were 39 or younger as of Dec. 31, 2017 and ranked them based on T-12 production and individual assets under management, UBS said.

"In an industry built upon relationships, these advisers are doing an excellent job of offering the kind of customized advice that helps their clients working toward their financial and personal goals," Brian Hull, head of UBS’ Wealth Management USA division, said. "These advisers are part of the generation that will shape the future of our business and our industry, and I'm really pleased that they're receiving this well-deserved recognition.”

Keith Apton, a 39-year-old UBS financial adviser working in Washington, D.C., ranked eighth on the list and wrote a "Profiles of Success" column for On Wall Street. Apton noted in the column that his achievements stemmed from good client relationships.

Other awardees include Jacob Creydt, Franco Estrada-Velasco, Mark Grueninger, Gabriel Jay, Daniel Rothenberg, Chris Shukie, Kalyn Walker and Aric Zamel.

Zurich, Switzerland-based UBS offers financial advice and services to institutional and corporate clients worldwide, as well as private customers in Switzerland.




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