UBS Group Stock Price, News & Analysis

UBS Wealth Management USA has appointed Matt Benson as Market Director for the McLean, VA office, expanding his current leadership role that includes Richmond, Norfolk/VA Beach, and Roanoke offices. The appointment aims to strengthen UBS's presence across Virginia, which represents a significant growth opportunity for the firm.

In his expanded role as Market Director for Virginia, Benson will be responsible for recruiting and developing financial advisors across all Virginia offices, focusing on delivering premium wealth management services. With over a decade of experience at UBS, including positions in Weehawken, NJ, Singapore office, and institutional sales & trading, Benson brings extensive expertise to support the firm's growth initiatives in the region.

UBS Wealth Management US announced that Jason E. Stephens, Private Wealth Advisor and Managing Director in Naples, Florida, has been recognized on two prestigious Forbes lists for 2025: America's Top 250 Wealth Advisors and Best-In-State Wealth Advisors.

This marks Stephens' ninth consecutive year on the Forbes America's Top 250 Wealth Advisors list (2017-2025) and eighth consecutive year on the Forbes Best-In-State Wealth Advisors list (2018-2025). His team, The Stephens Group at UBS, has provided comprehensive wealth management services to ultra-high-net-worth clients in southwest Florida for over 25 years.

The 2025 Forbes rankings, developed by SHOOK Research, evaluate advisors based on qualitative criteria and quantitative data. The Best-In-State advisors collectively oversee $16.7 trillion in assets, while the Top 250 Wealth Advisors manage $2 trillion combined.

UBS Wealth Management US has announced that Michael J. Lundon, Private Wealth Advisor and Managing Director in the Naples, Florida office, has been named to the Forbes Best-In-State Wealth Advisors list for 2025. Lundon, who has over 26 years of financial services experience and joined UBS in 1999, works with The Stephens Group at UBS providing portfolio management solutions and comprehensive financial planning.

The Stephens Group at UBS has maintained its position on the Forbes Best-in-State Wealth Management team list for three consecutive years (2023-2025). The 2025 Forbes Best-In-State Advisors collectively oversee $16.7 trillion in assets. The ranking is developed by SHOOK Research using both qualitative criteria through interviews and quantitative data including revenue trends and assets under management.

UBS Wealth Management US has announced that David Schachter, a Financial Advisor in the Los Angeles office, has been promoted to Managing Director – Wealth Management. With over 32 years in financial services, including 21 years at UBS, Schachter leads The Endurance Artist Management Group, specializing in ultra-high-net-worth individuals, particularly artists, entertainers, and athletes.

Schachter, recognized with the Athletes and Entertainers Consultant (AEC) UBS business designation, provides comprehensive wealth management services including financial planning, investment banking, estate planning, and life insurance strategies. He works with industry-recognized artists, songwriters, producers, directors, showrunners, digital talent, and executives.

UBS Wealth Management USA has announced the hiring of Ryan Stevens as a Financial Advisor in their Billings, Montana office. Stevens joins Montana Wealth Advisors, a nine-person team managing over $1.5 billion in client assets, under the Pacific Northwest Market leadership of Rob Giordano and Joe Hertig.

Stevens brings with him $85 million in client assets and over 17 years of wealth management experience. Previously working at Ashton Thomas as a Managing Wealth Advisor and Wells Fargo Advisors, Stevens specializes in helping families create and maintain generational wealth. He holds a B.S. in Business Administration and Information Systems from Montana State University in Billings.

UBS has announced that 65 financial advisors in its Florida Wealth Management Market have been named to the Forbes Best-in-State Wealth Advisors list for 2025. Notable achievements include Christopher Aitken ranking #1 in Jacksonville, while Naples-based advisors Joe Matina and Jason Stephens were recognized among the top 250 advisors nationally.

The Florida market, led by Market Executive Lane Strumlauf under Regional Director Julie Fox's Southeast Region, showcases advisors across multiple locations including Aventura, Boca Raton, Clearwater, Miami, Naples, Orlando, and Palm Beach. The Forbes ranking, developed by SHOOK Research, evaluates advisors managing a collective $16.7 trillion in assets based on qualitative criteria through interviews and quantitative data including revenue trends and assets under management.

UBS Wealth Management USA has announced the appointment of Amani Y. Harris as First Vice President and Portfolio Manager in their Seattle office. Harris, who manages over $180 million in client assets, joins the firm's Pacific Northwest Market led by Market Executive Rob Giordano and Associate Market Executive Kevin Janke.

A US Army veteran with over 20 years of wealth management experience, Harris transitions from Morgan Stanley to UBS. His expertise lies in helping families create and sustain generational wealth, focusing on relationships, continuous learning, and risk management. He is accompanied by Client Service Associate Julie Hall, known for her dedication to client solutions and service.

UBS Wealth Management USA announced that 26 financial advisor teams in Southern California and Hawaii have been named to the Forbes Best-In-State Wealth Management Teams lists for 2025. The recognition spans across multiple regions including Honolulu, Orange County, Riverside County, and San Diego County.

The honored teams include top performers such as The Megorden Group (#4) in Honolulu, Newport Legacy Wealth Management (#2) in Newport Beach, and Paradigm Group (#5) in La Jolla. These teams were selected based on SHOOK Research's comprehensive evaluation using both quantitative and qualitative data, including interviews.

The recognition is part of Forbes' third annual Best-In-State Wealth Management Teams listing, which features over 5,300 teams managing cumulative assets of $7 trillion.

UBS Wealth Management USA announced that 11 Arizona-based wealth management teams have been named to the Forbes Best-in-State Wealth Management Teams list for 2025. The recognized teams include six from Phoenix, two from Tucson, and three from Scottsdale.

Notable mentions include The Schultz Group, ranked #1 in Arizona, specializing in retirement planning and sustainable investing. Other top-ranked teams include The Biltmore Financial Group (#11), Impact Wealth Management (#15), and Vault Wealth Management Partners (#25).

Two additional Arizona-based advisors working with teams in other states were also recognized: Ethos Wealth Advisors ranked #4 in Nevada, and West Coast Wealth Management ranked #21 in Washington state. The Forbes list features over 5,300 teams with cumulative assets of $7 trillion, compiled by SHOOK Research using quantitative and qualitative data.