Four UBS wealth management advisors in Hawaii named to Forbes and Barron’s Top Advisor Lists
25 Maio 2023 - 03:16PM
Business Wire
UBS Wealth Management USA announced today that four of the
firm’s financial advisors in Hawaii – Matthew Megorden, Daniel
Shiu, Kyle Yoneshige and Lori Hamano – were named recently to
several industry recognition lists by Barron’s and Forbes. This
acknowlegment recognizes their experience, professionalism and
dedication to providing clients with high quality advice and
service.
The UBS Financial Advisors and the lists to which they were
named are as follows:
Matthew Megorden, of The Megorden Group, has been named
to the 2023 Forbes Best-In-State Wealth Advisors list as well as
the Barron’s Top 1200 Financial Advisors list for 2023. Matthew is
ranked the top advisor in the state of Hawaii by both Forbes and
Barrons.
Daniel Shiu, of the Miyamasu Shiu Wealth Consulting
Group, has been named to the Forbes Best-In-State Wealth Advisors
list for 2023, ranking in the top ten advisors in Hawaii.
Kyle Yoneshige, of the Hamano Yoneshige Team, has been
named to the Forbes Best-In-State Wealth Advisors list for
2023.
Lori Hamano, of the Hamano Yoneshige Team, has been named
to the Forbes Top Women Wealth Advisors Best-In-State list for
2023, ranking in the top ten in the state of Hawaii.
"Congratulations to Lori, Matthew, Daniel and Kyle for being
recognized by these prestigious publications as leading advisors in
Hawaii,” said Justin Frame, Pacific Desert Market Executive, UBS
Wealth Management USA. “Their commitment and dedication to
providing excellent service and personalized solutions for clients
sets them apart. We look forward to their continued success in
helping clients navigate their financial futures.”
The Barron’s rankings are based on data provided by
approximately 6,000 of the nation's most productive advisors.
Factors included in the rankings: assets under management, revenue
produced for the firm, regulatory record, quality of practice, and
philanthropic work.
The 2023 Forbes/SHOOK Best-In-State Wealth Advisors list rank
financial advisors who have a track record of success over time,
collectively managing nearly $11 trillion in assets. Rankings were
compiled by SHOOK Research, which uses financial data and
interviews candidates nominated by their firms.
The seventh annual ranking of Forbes/SHOOK Top Women Wealth
Advisors features 1,697 women, greater by more than 300 over last
year, collectively managing assets of nearly $2.3 trillion. Forbes’
list was compiled by SHOOK Research, which uses quantitative and
qualitative data, including interviews, to rank advisors.
Notes to Editors
About UBS
UBS convenes the global ecosystem for investing, where people
and ideas are connected and opportunities brought to life, and
provides financial advice and solutions to wealthy, institutional
and corporate clients worldwide, as well as to private clients in
Switzerland. UBS offers investment solutions, products and
impactful thought leadership, is the leading global wealth manager,
provides large-scale and diversified asset management, focused
investment banking capabilities, and personal and corporate banking
services in Switzerland. The firm focuses on businesses that have a
strong competitive position in their target markets, are capital
efficient and have an attractive long-term structural growth or
profitability outlook.
UBS is present in all major financial centers worldwide. It has
offices in more than 50 regions and locations, with about 30% of
its employees working in the Americas, 30% in Switzerland, 19% in
the rest of Europe, the Middle East and Africa and 21% in Asia
Pacific. UBS Group AG employs more than 72,000 people around the
world. Its shares are listed on the SIX Swiss Exchange and the New
York Stock Exchange (NYSE).
https://www.ubs.com
© UBS 2023. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS. Although
neither UBS Financial Services Inc. or its employees pay a fee in
exchange for these ratings, UBS may hire RJ Shook to be a speaker
for events. Past performance is not an indication of future
results. For press use only.
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Beth Walsh 858-254-2845 beth@clearpointagency.com
UBS (NYSE:UBS)
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