UBS Group Stock Price, News & Analysis

UBS has announced that 10 financial advisors from its Florida Market have been recognized on the prestigious Barron's Top 1200 Financial Advisors list for 2025. The recognized advisors operate across various Florida locations including Hallandale Beach, Boca Raton, Fort Lauderdale, Naples, Winter Park, West Palm Beach, and Ponte Vedra Beach.

The Florida Market, led by Market Executive Lane Strumlauf under the Southeast Region directed by Julie Fox, saw the following advisors make the list: Worth Boyce and Nick Sadowsky (Hallandale Beach), Michael Bober and Ed Ventrice (Boca Raton), Chris Garvin (Fort Lauderdale), Jason Stephens and Joseph Matina (Naples), Manish Mehta (Winter Park), Andrew Plum (West Palm Beach), and Christopher Aitken (Ponte Vedra Beach).

The selection criteria for the Barron's list includes factors such as revenue production, assets under management, practice quality, and regulatory record.

UBS Wealth Management USA announced that The Rosegarten/Rubin Financial Group, based in the 299 Park Avenue office, has been named to the Forbes Best-In-State Wealth Management Teams list for 2025. The team, founded by David Rosegarten and Miles Rubin over thirty years ago, manages relationships with prominent executives, business owners, corporations, and foundations.

The team specializes in total portfolio planning, focusing on long-term asset growth, fixed income strategy, retirement planning, asset allocation, and risk management. They have consistently received recognition, appearing on the Forbes Best-in-State Wealth Management Teams list for three consecutive years (2023-2025). Both founders have also been recognized individually on the Forbes Best-in-State Wealth Advisors list for four consecutive years.

UBS has announced that 13 financial advisors from its South Wealth Management Market have been recognized on the 2025 Forbes Top Women Wealth Advisors Best-in-State list. The honored advisors are spread across multiple locations including Atlanta, Chattanooga, Lafayette, Memphis, Nashville, New Orleans, and North Atlanta.

The South Wealth Management Market, led by Market Executive Greg Achten and part of the Southeast Region under Regional Director Julie Fox, demonstrates UBS's strong presence in wealth management services across the southern United States.

This recognition is part of Forbes' ninth annual ranking, which features 2,400 women advisors who collectively manage $3.6 trillion in assets. The selection process involves a comprehensive evaluation based on qualitative and quantitative criteria, including interviews, compliance records, and revenue generation for their firms.

UBS has announced that five financial advisors from its South Atlantic Wealth Management Market have been recognized on the 2025 Forbes Top Women Wealth Advisors Best-in-State list. The honored advisors are Mary Stiles-Hendler (Bethesda, MD), Candace Cline and Ellen Rankin (Charlotte, NC), Tracy Collins (Norfolk, VA), and Andrea Murphy Doolan (Wilmington, NC).

This recognition is part of Forbes' ninth annual ranking, which features 2,400 women advisors who collectively manage $3.6 trillion in assets. The selection process involves a comprehensive evaluation based on qualitative and quantitative criteria, including interviews, compliance records, and revenue generation for their firms.

UBS has announced that 11 financial advisors from its Mid-Atlantic Wealth Management Market have been recognized on the 2025 Forbes Top Women Wealth Advisors Best-in-State list. The market, led by Market Executive Brendan Graham under Regional Director Julie Fox's Southeast Region, saw notable recognition including Christine McGinley, who ranked #1 in South New Jersey on the Forbes America's Top Women Wealth Advisors list.

The recognized advisors are distributed across various locations including Baltimore, Hunt Valley, Montchanin, Mt. Laurel, Newtown, and Washington D.C. This recognition is part of Forbes' ninth annual listing, which features 2,400 women advisors collectively managing $3.6 trillion in assets. The selection process incorporated both qualitative and quantitative criteria, including interviews, compliance records, and revenue generation for their firms.

UBS has announced that 13 financial advisors from its Florida Market have been recognized on the 2025 Forbes Top Women Wealth Advisors Best-in-State list. The advisors, operating under Florida Market Executive Lane Strumlauf and Southeast Region Director Julie Fox, represent various locations including Aventura, Boca Raton, Ft. Lauderdale, Miami, Orlando, Palm Beach, and Tampa.

This recognition is part of Forbes' ninth annual ranking, which features 2,400 women advisors who collectively manage $3.6 trillion in client assets. The selection process incorporates both qualitative and quantitative metrics, including phone and in-person interviews, compliance records, and revenue generation for their respective firms.

UBS Group AG has announced two significant nominations to its Board of Directors for election at the Annual General Meeting on April 10, 2025. Renata Jungo Brüngger, currently a Board of Management member at Mercedes-Benz Group AG, brings expertise in legal affairs, governance, and sustainability. Lila Tretikov, who leads AI strategy at New Enterprise Associates, contributes extensive experience in artificial intelligence and technology transformation.

The nominations come as current board members Claudia Böckstiegel and Nathalie Rachou will not seek re-election. Böckstiegel, who joined in 2021, will focus on her executive role at Roche, while Rachou, serving since 2020, steps down for personal reasons. Both have served on various key committees including Risk, Audit, and Corporate Culture and Responsibility.

UBS Wealth Management US has announced the promotion of Peter Dorfman and Mike Carr to Managing Director – Wealth Management positions. The two advisors, who are part of The Zelniker Dorfman Carr & Heritage Group at UBS, bring over 60 years of combined experience in financial services.

Peter Dorfman, who joined UBS in 2016, specializes in multigenerational wealth management and leads the team's investment committee. Mike Carr, who joined UBS in 2015, focuses on high-net-worth clients, particularly professional athletes and coaches, and is an NFL Players Association Institutional Player Financial Advisor through UBS.

The team, with offices in New York City, Gainesville, and Sarasota, serves successful families, business owners, athletes, and entertainers nationwide. Both advisors have received multiple industry recognitions, including appearances on the Forbes Best-in-State Wealth Advisors list and Forbes Best-in-State Wealth Management Teams list.

UBS Private Wealth Management has announced the hiring of Financial Advisor Zachary Sobel in Palm Beach Gardens, Florida. Sobel and his team, who manage over $400 million in client assets, join UBS's Florida Market under Market Executive Lane Strumlauf and Regional Director Julie Fox.

Sobel brings over two decades of experience in financial services, joining from Morgan Stanley where he spent more than 10 years. Previously, he worked at Merrill Lynch and began his career as an institutional trader. He holds an MBA from the University of North Carolina at Chapel Hill and a BBA from the University of Wisconsin-Madison. Sobel was named to the 2024 Forbes Best-in-State Wealth Advisors list. Senior Client Service Associate Amy Tamblyn joins him in the transition.