Murray is based out of UBS’ Hunt Valley office.
The Forbes/SHOOK Top Wealth Advisers list includes 250 advisers who manage $893 billion in client assets. They were each nominated by their firm and then vetted and ranked by SHOOK Research.
The ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data.
Advisers on this year’s list have a minimum of seven years of experience and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their firms and approach to working with clients.
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