UBS Private Wealth Advisor John Straus, Jr. CFP® Named to Forbes' List of Top Next Gen Wealth Advisors
UBS Group AG Registered Ordinary Shares (UBS)
US:NYSE Investor Relations:
ubs.com/global/en/about_ubs/investor_relations.html
Company Research
Source: Business Wire
Recognition of an exceptional career in Financial Services NEW YORK--(BUSINESS WIRE)--UBS Financial Services Inc. announced today that John Straus, Jr. CFP®, a Private Wealth Advisor in the Firm’s New York Private Wealth office has been named to Forbes' List of Top Next Generation Wealth Advisors for 2019. The list includes 250 talented, advisors who represent the future of the wealth management industry. This is the third year that Straus has been named to the list.Across Straus' 12 year career in financial services, he has been with UBS for nine years. He and his three partners, Robert Sechan, Jeffrey Kobernick and Walter Granruth run Turnstone Wealth Management, an eleven person practice that takes a proactive, organized and process-driven approach to addressing the opportunities and challenges facing very successful people and their families. Turnstone manages roughly $3.3 billion dollars in assets across approximately 140 families and relationships."John represents the next g
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News
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- UBS hires financial advisor team led by Christopher Toregas in Los AngelesBusiness Wire
UBS
Sec Filings
- 4/16/24 - Form 6-K
- 4/2/24 - Form IRANNOTICE
- 3/28/24 - Form 6-K
- UBS's page on the SEC website