CINCINNATI, July 20, 2022–(BUSINESS WIRE)–UBS Private Wealth Management announced today that David Ellis III, a Private Wealth Advisor and Managing Director in the firm’s Cincinnati office, has been named to the Forbes/SHOOK Best-In-State Wealth Advisors list and the Barron’s Top 1,200 Financial Advisors list for 2022. This is the fifth consecutive year that David has been recognized on the Forbes Best-In-State list, and the ninth consecutive year he has made the Barron’s Top 1,200 Financial Advisors list.
“David continuously provides his clients with the highest level of expert financial advice with responsive, personal service,” said Jon Ramey, Ohio Indy Market Head at UBS Private Wealth Management. “It’s truly gratifying to see him acknowledged for his long-standing dedication and commitment to helping clients achieve their unique financial needs.”
With more than 30 years of experience in financial services, David and his team provide asset management and wealth management services for individuals, families and organizations, and currently oversee more than $2.3 billion in client assets. David earned his Bachelor of Science in Accounting from Syracuse University and is Chairman Emeritus of the Gradison Foundation, a private charitable organization based in Cincinnati, Ohio.
Outside of the office, David is committed to supporting his community, serving on the boards of the Cincinnati Children’s Hospital Medical Center Foundation, the Blue Ash Protective Association and the Segoe Foundation.
This year’s Forbes/SHOOK Best-In-State Wealth Advisors list is comprised of more than 6,500 advisors, managing a collective $10 trillion in client assets. For the full list and further information, visit: https://www.forbes.com/best-in-state-wealth-advisors.
This year’s Barron’s Top 1,200 Financial Advisors list draws from data provided by around 6,000 of the nation’s most productive advisors. For the full list and further information, visit: https://www.barrons.com/report/top-financial-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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