UBS’s Drew Freides and Michael Kanigher Named to Forbes Best-in-State and Top Wealth Advisors lists
23 4월 2024 - 11:00PM
Business Wire
UBS Private Wealth Management announced today that Drew Freides
and Michael Kanigher, Private Wealth Advisors and Managing
Directors in the firm’s Los Angeles Private Wealth Management
Market, have been named to the Forbes America’s Top Wealth Advisors
and Forbes Best-in-State Wealth Advisors lists for 2024. Drew
ranked in the top 10 advisors nationally and #1 in the Los Angeles
Private Wealth category. Michael ranked #8 in Los Angeles Private
Wealth and rose to #78 nationally.
“It is an incredible accomplishment to be recognized at both a
national and local level, and this achievement speaks to the
caliber of advice and thoughtful guidance Drew and Michael provide
to their clients,” said Lauren Gorsche, UBS Los Angeles Market
Executive.
Together with their team, Mainsail Wealth Partners, Drew and
Michael are responsible for managing over $8 billion in invested
client assets for ultra-high net worth individuals and families.
Their clientele includes senior executives at public and private
companies and multigenerational families. “Our goal is to provide
our clients with what we feel is access to the best platform with
the widest array of global resources and intellectual capital of a
global firm,” said Drew Freides. “Everything we do is in the
pursuit of excellence for our clients and our business,” added
Michael Kanigher.
The team delivers a “multi-family office approach,” providing
comprehensive wealth management solutions, which incorporate
liability management, estate planning, tax optimization and
philanthropic strategies into their investment advice. They also
support families as they navigate complex multigenerational wealth
dynamics and legacy planning.
Mainsail Wealth Partners consists of Private Wealth Advisors
Drew Freides, Michael Kanigher and Steven Westerman; Financial
Advisors Brendan Carroll, Kate Freeman, Melanie Desma, and Langdon
Froomer; and Team Associates Mark Thompson, Nadine Azzam, Lise Ly,
Corinne Carroll, Gilbert Sanchez, Ariana Bateman, Amanda Meraz,
Qiqi Zhang, and Aaron Berger.
This is Drew and Michael’s ninth consecutive year making the
Forbes America’s Top Wealth Advisors list (2016 – 2024) and their
seventh consecutive year making the Forbes Best-in-State Wealth
Advisors list (2018 – 2024). Drew has ranked #1 in the Los Angeles
Private Wealth category of the Forbes Best-in-State list for the
past three years.
The 2024 Forbes/SHOOK Best-in-State Wealth Advisors list is
comprised of over 8,500 Advisors across the country, collectively
managing more than more than $13.5 trillion in client assets. The
250 financial professionals on the 2024 Forbes/SHOOK Top Wealth
Advisors list collectively manage nearly $1.5 trillion in assets.
The rankings, developed by SHOOK Research, are based on an
algorithm of qualitative and quantitative measures including phone
and in-person interviews, compliance records, and revenue generated
for their firms.
For the full 2024 Forbes Best-in-State Wealth Advisors list and
further information, visit:
https://www.forbes.com/lists/best-in-state-wealth-advisors/.
For the full 2024 Forbes America’s Top Wealth Advisors list and
further information, visit:
https://www.forbes.com/lists/top-wealth-advisors/.
Notes to Editors
About UBS
UBS is a leading and truly global wealth manager and the leading
universal bank in Switzerland. It also provides diversified asset
management solutions and focused investment banking capabilities.
With the acquisition of Credit Suisse, UBS manages 5.5 trillion
dollars of invested assets as per second quarter 2023. UBS helps
clients achieve their financial goals through personalized advice,
solutions and products. Headquartered in Zurich, Switzerland, the
firm is operating in more than 50 markets around the globe. UBS
Group shares are listed on the SIX Swiss Exchange and the New York
Stock Exchange (NYSE).
© UBS 2024. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS. Neither
UBS Financial Services Inc. or its employees pay a fee in exchange
for these ratings. Past performance is not an indication of future
results. For press use only.
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version on businesswire.com: https://www.businesswire.com/news/home/20240423737797/en/
Media Contact: Christina Aquilina
Christina.aquilina@ubs.com
https://www.ubs.com
UBS (NYSE:UBS)
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