Menu Close

UBS Advisor David Schachter Named to Forbes/SHOOK Best-in-State Wealth Advisors List 2022

view original post
[April 26, 2022]

UBS Wealth Management USA announced today that David Schachter, a Financial Advisor in the firm’s West Los Angeles Market, has been named to the Forbes/SHOOK Research Best-in-State Wealth Advisors list for 2022.

David leads the Endurance Artist Management team at UBS Wealth Management USA, where he represents top artists, song writers, music producers, directors, showrunners, digital talent, and executives with profound influence in Hollywood. He leverages his multi-decade experience to provide investment advice and comprehensive financial guidance to the entertainment industry’s top earners.

“It’s wonderful to see David recognized as a Best-in-State Wealth Advisor for a second consecutive year,” said Jaron Singletary, West Los Angeles Market Head at UBS Wealth Management USA. “It takes commitment and dedication to clients to earn this honor and this recognition is reflective of the hard work David and his team have put in.”

David also recently earned the Athletes and Entertainers Consultant (“AEC”) designation at UBS. Advisors with the AEC designation meet specific requirements, including depth of experience advising clients in the sports and entertainment industries and a commitment to serving the athlete or entertainer in a way that meets him or her “where they are.” The advisor also has to participate in an extensive training program, which covers everything from the atypical income streams of these clients to potentially special financial planning circumstances they may have.

This year’s orbes/SHOOK Research Best-in-State Wealth Advisors list is comprised of over 6,500 advisors across the country, managing more than $10 trillion in client assets. Each advisor is chosen based on an algorithm of qualitative and quantitative measures including phone and in-person interviews, compliance records, and revenue generated for their firms.

For the full list and further information, please visit: www.forbes.com/best-in-state-wealth-advisors.

Notes to Editors

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.

About UBS

UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS’s 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 more than 50 regions and locations, with about 30% of its employees working in the Americas, 30% in Switzerland, 19% 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. Although neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings, UBS may hire RJ Shook to be a speaker for events. Past performance is not an indication of future results.

View source version on businesswire.com: https://www.businesswire.com/news/home/20220426005248/en/

[ Back To TMCnet.com’s Homepage ]