UBS Wealth Management USA announced today that Frank J. Coiro, CIMA, a Financial Advisor in the firm’s New York City office, has been named to the Forbes/SHOOK Research Best-in-State Wealth Advisors list for 2021. This is the fourth year that Frank has been named to the list.
“I’m extremely proud that Frank has been named to this prestigious list,” said Joseph Lombardo, 1251 Avenue of the Americas Branch Manager at UBS Wealth Management USA. “He and his team are leading the way by offering clients the experience and guidance needed to help them pursue what matters most, both financially and personally.”
With over 30 years of experience in the financial services industry, Frank provides comprehensive wealth advice to high-net-worth individuals and institutions, including private and public retirement plans, municipalities, foundations, and endowments. Prior to joining UBS in 2015, Frank held similar advisory roles at Morgan Stanley and CIBC Oppenheimer.
Frank earned his Certified Investment Management Analyst (CIMA) designation from the Wharton School of Business, University of Pennsylvania in 2001, and is a member of the Investment Management Consultants Association (IMCA). He earned his Bachelor of Business Administration in economics from Pace University. Frank resides on the Upper East Side in New York City, with his wife and son. He is an avid golfer and active member of Manhattan Woods Golf Club.
This year’s Forbes/SHOOK Research Best-in-State Wealth Advisors list is comprised of over 5,000 Advisors across the country, managing more than $6 trillion in client assets. Each advisor is chosen based on an algorithm of qualitative and quantitative measures including phone and in-person interviews, compliance records, and revenue generated for their firms.
For the full list and further information visit: www.forbes.com/best-in-state-wealth-advisors.
Notes to Editors
About UBS Global Wealth Management
As the world’s largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS’s strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.
UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 31% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 20% in Asia Pacific. UBS Group AG employs over 68,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
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