UBS Wealth Management USA announced today that David Potischman, a Financial Advisor in the firm’s Florham Park, NJ office has been named to the Forbes/SHOOK list of Best-in-State Wealth Advisors list for 2022. This is the second consecutive year David has been named to the list.
“We’re proud to see David recognized as a Best-in-State Wealth Advisor for the second year in a row,” said John Geoghan, Market Head for Northern New Jersey, UBS Wealth Management USA. “David’s clients know first-hand the dedication, experience and acumen he brings to help them pursue their life’s goals.”
David leads the Potischman Wealth Management team in providing investment and financial planning to high-net-worth clients, including multi-generational families. As a CERTIFIED FINANCIAL PLANNER™, David provides deep knowledge in key areas of client planning needs, including estate, insurance, investment, retirement and tax. He is life, health and long-term care insurance licensed, and has attained the Portfolio Manager designation at UBS. David graduated with honors from Bowdoin College in Maine.
This year’s Forbes/SHOOK Research Best-In-State Wealth Advisors list is comprised of more than 6,500 advisors, managing a collective $10 trillion in client assets. The ranking algorithm is based on qualitative and quantitative criteria, including: telephone, virtual and in-person interviews; revenue produced; assets under management; quality of practice; regulatory record; and industry experience.
For the full list and further information, visit: https://www.forbes.com/best-in-state-wealth-advisors.
Notes to Editors
UBS convenes the global ecosystem for investing, where people and ideas are connected and opportunities brought to life, and provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as to private clients in Switzerland. UBS offers investment solutions, products and impactful thought leadership, is the leading global wealth manager, provides large-scale and diversified asset management, focused investment banking capabilities, and personal and corporate banking services in Switzerland. The firm focuses on businesses that have a strong competitive position in their target markets, are capital efficient and have an attractive long-term structural growth or profitability outlook.
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