Recognition of an exceptional career in Financial Services
UBS announced that Private Wealth Advisor Katerina Simonetti in the firm’s Northeast Private Wealth Management Market, has been named to the Forbes/SHOOK list of Top Women Wealth Advisors for 2020. In this year’s list of 1,000 women, 157 UBS advisors were included. Overall, those named to the list, manage nearly $920 billion in client assets.
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“It’s great to see the success of our female financial advisors both in and outside of the office. On behalf of myself, and Brendan Graham (Mid Atlantic Summary Branch Manager), we congratulate Kat on this well-deserved accomplishment”
Katerina is among the fastest growing advisors in the Philadelphia Private Wealth Office – her business grew over 15% from 2018 to 2019. In 2020, Katerina was recognized as a Forbes Best-In-State Wealth Advisor for the state of Pennsylvania. She has also been recognized as a Top Wealth Advisor Mom by Working Mother Magazine, and is the founder and chair of the UBS Military Families Support Initiative.
“It’s great to see the success of our female financial advisors both in and outside of the office. On behalf of myself, and Brendan Graham (Mid Atlantic Summary Branch Manager), we congratulate Kat on this well-deserved accomplishment,” said Julie Fox, UBS Northeast Private Wealth Market Head.
The Forbes/SHOOK Top Women Wealth Advisors list is comprised of 1,000 women advisors. The list was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to measure factors such as: quality of practice, industry experience, compliance record, assets under management and revenue.
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