UBS Financial Services Inc.’s Senior Vice Presidents of Wealth Management Kyle Harris and Jason Lowy and First Vice President Nicholas Barbieri were named to Forbes’ 2019 list of America’s Next Gen Best-In-State Wealth Advisors. The advisers are part of UBS’ Baltimore and Hunt Valley offices.
This year’s Next Gen Best-In-State Wealth Advisors list spotlights more than 1,485 top advisors across the country who represent the future of the wealth management industry. The rankings, developed by SHOOK Research, are based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data.
The advisers that are considered have a minimum of four years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Harris placed third, Lowy came in seventh and Barbieri was 17th in Maryland, respectively.
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