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UBS Wealth Management USA has announced that 26 financial advisor teams from Southern California and Hawaii have been recognized in the Forbes Best-In-State Wealth Management Teams list for 2025. Justin Frame, Pacific Desert Market Executive, praised the teams for their commitment to client service and achieving financial goals. The list features over 5,300 teams managing a total of $7 trillion in assets, compiled by SHOOK Research through a mix of quantitative and qualitative data.
Twenty-six UBS financial advisor teams from Southern California and Hawaii have been recognized in the Forbes Best-In-State Wealth Management Teams lists for 2025, which includes over 5,300 teams managing a total of $7 trillion in assets. Notably, Newport Legacy Wealth Management ranked #2 in Orange County, while The Megorden Group secured #4 in Hawaii's High Net Worth Teams category.
UBS Wealth Management USA announced that 26 financial advisor teams from Southern California and Hawaii have been recognized in the Forbes Best-In-State Wealth Management Teams list for 2025. This acknowledgment highlights their commitment to providing personalized wealth management services and achieving clients' financial goals. The list features teams across various rankings, showcasing their expertise and dedication in the industry.
In December, a judge dismissed a lawsuit from Crypto.com, while the SEC has yet to file its own suit against the exchange. As of 2024, several crypto firms, including Uniswap Labs and OpenSea, have received Wells notices from the SEC, indicating potential legal action for alleged violations of securities laws. With new SEC leadership anticipated, the crypto industry hopes for a shift in enforcement strategies.
President-elect Donald Trump is consulting the crypto industry on his selection for the new SEC chair, with top contenders including Paul Atkins and Brian Brooks. As he prepares to overhaul SEC leadership, Trump has pledged to support the crypto sector, promising to create a favorable regulatory environment and appoint a crypto czar to guide policy. The crypto industry anticipates a significant shift in regulatory dynamics following the resignation of current SEC chair Gary Gensler.
Dan Gallagher, the chief legal officer at Robinhood Markets Inc., has withdrawn from consideration to lead the US Securities and Exchange Commission under President-elect Donald Trump. In a statement, he expressed that while it was an honor to be considered, he does not wish to pursue the position.
Richard Farley, a partner at Kramer Levin, and Norm Champ from Kirkland & Ellis are among the candidates to succeed Gary Gensler as chair of the US Securities and Exchange Commission. Other potential contenders include Dan Gallagher of Robinhood, current SEC Commissioner Mark Uyeda, and former CFTC chairman Heath Tarbert.
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ubs advisor teams in southern california and hawaii recognized by forbes
United States Dollar
USA
David Levine
Cody Finley
Reid Chase
Blair Cannon
Braydon Hamilton
Thomas Nieto
Tim Thatcher
Dustin C. Rief
Colin Parker
James K. Bruner
Patrick Lizza
Justin Frame
Stephen Lafata
Chris Pitzak
Dan Gallagher
Chris Marshall
John Hurford
Steven Weber
Fred Grandy
Chris Radici
Andrew Galewski
Christopher Weber
Tommy Flanagan
Brian Maienschein
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19:17 27.03.2025
ubs advisor teams excel in forbes best in state wealth management list
United States Dollar
USA
CHE
Christopher R. Price
Frank Baldwin
Blair Cannon
James Axelson
Glenn Sage
Tim Thatcher
Dustin C. Rief
Christopher Heintz
Kyle Yoneshige
Brian Maienschein
Andy Ratner
Edward L. Dawson
Timothy Bremner
Darin Beeghley
Michael Tusan
Christopher Weber
Dan Shiu
Thomas Podmajersky
Lindsay Mais
Bryan Thompson
Tom Krumenacker
Scott Sugarman
Mario A Rosas
Judith Seavers
Natalie Barron
Colin Parker
Dana B. Terry
Evan Linger
Patrick Lizza
Earl Thompson
Stephen Lafata
James Riley
Justin Equitz
Tyler B. Smith
Lori Hamano
Lisa Chapman
Matthew Megorden
Cody Finley
Nicholas Pavlenko
Thomas Nieto
Brian Young
Nicholas Villasenor
James K. Bruner
Chris Schierhorn
Barry Porter
Dean Riley
Christina Gustin
Fred Grandy
Cameron J. Price
Chris Radici
Benjamin Ling
Todd Iacovelli
Andrew Galewski
Trevor Howard
Timothy Marshall
Brian Gooding
Ryan Greene
Carlos Alonso
David Levine
Reid Chase
Benjamin Nussbaum
Scott Hollaender
Alex Howell
Blake Foster
Braydon Hamilton
Travis Smith
Felix Ling
Patty Bribiesca
Steve Smith
Chris Pitzak
Chris Marshall
Dan Gallagher
Daniel Stevenson
Sam Davidson
John Hurford
Peter Andreasen
Thomas McMullen
Marc Forster
Brian Donaldson
Jenny Doust
Candice Gleeson
Tommy Flanagan
Piet Aldrich
Jeffrey Adams
Steven Weber
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15:15 27.03.2025
twenty-six ubc advisor teams recognized in forbes best in state list
CHE
Christopher R. Price
Frank Baldwin
Blair Cannon
James Axelson
Glenn Sage
Tim Thatcher
Dustin C. Rief
Christopher Heintz
Kyle Yoneshige
Brian Maienschein
Andy Ratner
Edward L. Dawson
Timothy Bremner
Darin Beeghley
Michael Tusan
Christopher Weber
Dan Shiu
Thomas Podmajersky
Lindsay Mais
Bryan Thompson
Tom Krumenacker
Scott Sugarman
Mario A Rosas
Judith Seavers
Natalie Barron
Colin Parker
Dana B. Terry
Evan Linger
Patrick Lizza
Earl Thompson
Stephen Lafata
James Riley
Justin Equitz
Tyler B. Smith
Lori Hamano
Lisa Chapman
Matthew Megorden
Cody Finley
Nicholas Pavlenko
Thomas Nieto
Brian Young
Nicholas Villasenor
James K. Bruner
Chris Schierhorn
Barry Porter
Dean Riley
Christina Gustin
Fred Grandy
Cameron J. Price
Chris Radici
Benjamin Ling
Todd Iacovelli
Andrew Galewski
Trevor Howard
Timothy Marshall
Brian Gooding
Ryan Greene
Carlos Alonso
David Levine
Reid Chase
Benjamin Nussbaum
Scott Hollaender
Alex Howell
Blake Foster
Braydon Hamilton
Travis Smith
Felix Ling
Patty Bribiesca
Steve Smith
Chris Pitzak
Chris Marshall
Dan Gallagher
Daniel Stevenson
Sam Davidson
John Hurford
Peter Andreasen
Thomas McMullen
Marc Forster
Brian Donaldson
Jenny Doust
Candice Gleeson
Tommy Flanagan
Piet Aldrich
Jeffrey Adams
Steven Weber
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15:15 27.03.2025
crypto firms face sec scrutiny as new leadership brings hope for change
Crypto.com Staked ETH USD
Coinbase Global, Inc.
Dan Gallagher
Brian Armstrong
Paul Atkins
Hayden Adams
Devin Finzer
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10:04 24.12.2024
trump administration prioritizes crypto industry in upcoming regulatory appointments
Kraken
Robinhood Markets, Inc.
Coinbase Global, Inc.
Gemini
Cantor Fitzgerald
USA
Mark Uyeda
Brad Bondi
Dan Gallagher
JD Vance
Vivek Ramaswamy
Jonathan Jachym
Brian P. Brooks
Christopher Calicott
Tyler Winklevoss
Howard Lutnick
Robert Stebbins
Robert F. Kennedy Jr.
Gary Gensler
Brian Morgenstern
Paul Atkins
Show more
17:23 26.11.2024
robinhood lawyer dan gallagher withdraws from sec chair consideration
19:42 22.11.2024
candidates emerge to replace gary gensler as sec chair
Kramer Levin Naftalis & Frankel LLP
Kirkland & Ellis LLP
Robinhood Markets, Inc.
USA
Norm Champ
Heath Tarbert
Richard Farley
Dan Gallagher
Mark Uyeda
Show more
23:10 08.11.2024
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