NEW YORK–(BUSINESS WIRE)–UBS Wealth Administration USA introduced at the moment that The Rosegarten/Rubin Monetary Group, an advisor staff within the agency’s 299 Park Avenue workplace, has been named to the Forbes Finest-In-State Wealth Administration Groups and the Forbes High Wealth Advisors lists for 2024.
We’re extraordinarily proud that The Rosegarten/Rubin Monetary Group was as soon as once more acknowledged on these prestigious lists, stated Daniel Shepler, Managing Director and Market Director of the 299 Park Avenue workplace at UBS Wealth Administration USA. Miles and David constantly present their shoppers with the best stage of skilled monetary recommendation with responsive, private service. It’s really gratifying to see them acknowledged for his or her decades-long dedication to their shoppers and acknowledged for his or her trade achievements.
Based by David Rosegarten and Miles Rubin over thirty years in the past, The Rosegarten/Rubin Monetary Group is chargeable for relationships with a few of the nation’s most outstanding executives, enterprise homeowners, companies, not-for-profit organizations and foundations. They’ve constructed their repute by offering whole portfolio planning with an experience in long-term asset progress, mounted revenue technique, retirement planning, asset allocation and threat administration coupled with excellent consumer service and care.
For a few years operating, David and Miles have each been acknowledged by Forbes as prime advisors in New York on the Finest-in-State Wealth Advisors checklist for the previous a number of years (2020-2024, and 2021-2024, consecutively). Moreover, for the previous two years, their staff has been acknowledged on the Forbes Finest-in-State Wealth Administration Groups checklist (2023, 2024).
The Rosegarten/Rubin Monetary Group consists of David Rosegarten, Miles Rubin, Michelle Perr, Victoria Saylor, Joanna Prasinos and Jennifer Fragetti.
The Forbes/SHOOK Finest-In-State Wealth Administration Groups checklist for 2024 consists of greater than 4,100 groups that collectively handle roughly $5.1 trillion in consumer property. The rating, developed by SHOOK Analysis, is predicated on an algorithm of quantitative and qualitative knowledge, together with phone, digital, and in-person interviews, trade expertise, compliance data, and property beneath administration.
For the complete checklist and additional info, go to www.forbes.com/lists/wealth-management-teams-best-in-state/.
Notes to Editors
About UBS
UBS is a number one and really international wealth supervisor and the main common financial institution in Switzerland. It additionally offers diversified asset administration options and targeted funding banking capabilities. With the acquisition of Credit score Suisse, UBS manages 5.7 trillion {dollars} of invested property as per fourth quarter 2023. UBS helps shoppers obtain their monetary objectives via personalised recommendation, options and merchandise. Headquartered in Zurich, Switzerland, the agency is working in additional than 50 markets across the globe. UBS Group shares are listed on the SIX Swiss Trade and the New York Inventory Trade (NYSE).
© UBS 2024. All rights reserved. The important thing image and UBS are among the many registered and unregistered emblems of UBS. Neither UBS Monetary Providers Inc. or its staff pay a price in alternate for these rankings. Previous efficiency will not be a sign of future outcomes. For press use solely.
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Christina Aquilina
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