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LOS ANGELES, January 22, 2024–(BUSINESS WIRE)–UBS Wealth Administration USA introduced as we speak that Endurance Artist Administration, an advisor staff within the agency’s Los Angeles, California workplace has been named to the Forbes Greatest-In-State Wealth Administration Groups checklist for 2024. That is the second consecutive 12 months the staff has been named to the checklist.
“I’m extremely proud to see this proficient staff acknowledged as soon as once more, and I wish to congratulate every of them on this terrific achievement,” stated Lauren Gorsche, UBS Los Angeles Market Govt. “Reaching this recognition two years in a row is a testomony to their unwavering dedication to serving purchasers with dedication, diligence, and class.”
Led by Non-public Wealth Advisor David Schachter and Monetary Advisors Dane Abbott and Tony De La Rosa, Endurance Artist Administration serves a variety of entrepreneurs and leisure purchasers, together with prime artists, music writers, music producers, administrators, showrunners, and executives in Hollywood. The staff additionally gives enterprise homeowners, founders and venture-backed development corporations with steering and company advisory providers from early phases by strategic exits, IPOs and past.
David Schachter additionally holds the UBS Athletes and Entertainers Marketing consultant (“AEC”) designation. Advisors with the UBS AEC designation meet particular necessities, together with depth of expertise advising purchasers within the sports activities and leisure industries and a dedication to serving athletes or entertainers in a manner that meets them “the place they’re.” This choose group of UBS advisors take part in an intensive coaching program, which covers advanced wants distinctive to this shopper phase, equivalent to atypical earnings streams and particular financing circumstances. David has additionally beforehand been acknowledged as a Forbes Greatest-in-State Wealth Advisor (2021, 2022, 2023).
The Endurance Artist Administration staff additionally contains Wealth Technique Affiliate Peter Repar and Shopper Affiliate Alexander Chumas.
The Forbes/SHOOK Greatest-In-State Wealth Administration Groups checklist options greater than 4,100 groups with cumulative belongings of $5.1 trillion. The rating, developed by SHOOK Analysis, is predicated on an algorithm of quantitative and qualitative standards, together with phone, digital and in-person interviews.
For the total checklist and additional info, go to: https://www.forbes.com/lists/wealth-management-teams-best-in-state.
Notes to Editors
About UBS
UBS is a number one and actually world wealth supervisor and the main common financial institution in Switzerland. It additionally gives diversified asset administration options and targeted funding banking capabilities. With the acquisition of Credit score Suisse, UBS manages 5.5 trillion {dollars} of invested belongings as per second quarter 2023. UBS helps purchasers obtain their monetary targets by personalised recommendation, options and merchandise. Headquartered in Zurich, Switzerland, the agency is working in additional than 50 markets across the globe. UBS Group shares are listed on the SIX Swiss Alternate and the New York Inventory Alternate (NYSE).
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Contacts
Media:
Christina Aquilina
Christina.aquilina@ubs.com
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