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UBS Private Wealth Management today announced that Andrea Freiman, CFP®, has joined the firm as a Financial Advisor in South Florida. She joins the UBS Miami Private Wealth Management market, led by Brad Rosenberg, and will be located in the Coral Gables office. Prior to joining UBS, Andrea ...
2023-11-30 19:47:33 ET Summary Duquesne Family Office's 13F portfolio value decreased by 3% to $2.79B in Q3 2023. The largest holdings in the portfolio are Nvidia, Coupang, Microsoft, Eli Lilly, and Teck Resources, making up 53% of the portfolio. New stakes include Alphabet, V...
UBS Wealth Management USA today announced that Charlie Medelberg and Stacey Koziatek, The Medelberg Group , have joined the firm as Financial Advisors. They join the UBS Midwest Wealth Management Market, managed by Michael Mimick, and will be located in the Chesterfield, MO office, reporting ...
UBS Wealth Management USA today announced that Russell Morrison has joined the firm as a Financial Advisor. Russell will be teaming up with Jackson, Mississippi based team, Capitol Wealth Management , led by UBS Financial Advisors Rush Mosby and Will Mosby. Collectively, the team manages $1.8...
UBS today announced that financial advisor teams Wickham Cash Partners , LongBernsteinGunderson Wealth Management and The Capital ESOP Group have been named to the Forbes America’s Top Wealth Management Teams list for 2023. Wickham Cash Partners is based in Charlotte, N.C.,...
2023-11-26 08:00:00 ET Related stories Workday Earnings Preview: AI And ML Are Promising But Hard To Quantify The Result Splunk: Why This Inflection Investor Is Calling It A Day Here CrowdStrike: Poised To Deliver Another Resilient Quarter, Although Stock Looks Overb...
UBS Private Wealth Management announced today that Mainsail Wealth Partners , an advisor team in the firm’s Los Angeles Private Wealth office has been named to the Forbes America’s Top 100 Private Wealth Management Teams list for 2023, ranking #7 in the nation. “I...
2023-11-20 09:18:00 ET More on iShares MSCI World ETF: Building True Resilience: Beyond URTH, A Pragmatic Approach Magnificent 7 account for nearly a fifth of global stock market influence Seeking Alpha’s Quant Rating on iShares MSCI World ETF Dividend...
2023-11-19 09:56:29 ET Summary WisdomTree International Quality Dividend Growth Fund selects ex-North America dividend stocks with quality and expected earnings growth characteristics. The fund is well-diversified across countries, sectors, and holdings, with a focus on Europe. ...
UBS Wealth Management USA today announced that a four-person advisor team, The Keating group , has joined the firm. The team is led by Financial Advisors Maureen Keating, Michael DeCorleto and Matthew Marques, and also includes Wealth Management Associate Matthew Mardirosian. Together, they m...
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UBS Wealth Management USA announced today that The Rosegarten/Rubin Financial Group , an advisor team in the firm’s 299 Park Avenue office, has been named to the Forbes Best-In-State Wealth Management Teams and the Forbes Top Wealth Advisors lists for 2024. “We are extremely...