Tag : SHOOK Research

UBS Private Wealth Advisor Katerina Simonetti Named to Forbes/SHOOK List of Top Women Wealth Advisors
Fintech News

UBS Private Wealth Advisor Katerina Simonetti Named to Forbes/SHOOK List of Top Women Wealth Advisors

Fintech News Desk
by Fintech News Desk0416
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.......
Two UBS Financial Advisors from San Diego Named to the Forbes 2020 Top Women Wealth Advisors List
Fintech News

Two UBS Financial Advisors from San Diego Named to the Forbes 2020 Top Women Wealth Advisors List

Fintech News Desk
by Fintech News Desk0488
Forbes has announced its annual ranking of Top Women Wealth Advisors across the United States. Two UBS financial advisors from the local area have been included: Courtney Liddy of the UBS Downtown San Diego branch and Kalyn Maher Walker of the UBS Carmel Valley branch. There were 157 UBS advisors included in Forbes’ list of 1,000 women. Overall, the......
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