UBS Advisor Team The Mahoney Group Named to Forbes Best-in-State Wealth Management Teams List
06 Mars 2024 - 4:00PM
Business Wire
UBS Private Wealth Management announced today that financial
advisor team, The Mahoney Group, based in the firm’s Los Angeles
Private Wealth Management office, has been named to the Forbes
Best-in-State Wealth Management Teams list for 2024.
As an accomplished UBS Private Wealth Management team with over
36 years of experience, The Mahoney Group specializes in guiding
private company founders and their families through the
preparation, long-term planning and management of their exit
liquidity. Together, the team helps clients design comprehensive
wealth management plans that integrate financial goals ranging from
estate planning, wealth transfer and philanthropic strategies to
sustainable and socially-responsible investing. The Mahoney Group
is led by Private Wealth Advisor Thomas (Tom) Mahoney.
“Tom and his team are true professionals, continuously providing
their clients with the highest levels of investing advice, with
responsive and personal service,” said Lauren Gorsche, Los Angeles
Market Executive at UBS Private Wealth Management. “I’m proud to
see them recognized for their long-standing commitment to clients
and I’d like to congratulate them on this terrific
achievement.”
Tom Mahoney is a 37-year veteran of the financial services
industry who focuses on building trust and strong, lasting
relationships with his clients. Tom has built The Mahoney Group
around the vision that continuous learning and process improvements
can have a significant impact on client wealth. He has been
recognized on the Forbes Best-in-State list of top wealth advisors
for the past six years (2018-2023).
After receiving his B.B.A. in Finance from the University of
Wisconsin-Madison, Tom earned an M.B.A. from Pepperdine University
in California. He was a member of the Board of Governors of the CFA
Society of Los Angeles and is the Co-Founder and Past President of
CAIA Los Angeles.
Tom also served on the Board of Directors for The People
Concern, which offers assistance, shelter and facilities to
homeless individuals and families. An active scuba diver, Tom is a
Dive master and Certified Rescue Diver.
The Forbes/SHOOK Best-In-State Wealth Management Teams list for
2024 is composed of more than 4,100 teams that collectively manage
approximately $5.1 trillion in client assets. The ranking,
developed by SHOOK Research, is based on an algorithm of
quantitative and qualitative data, including telephone, virtual,
and in-person interviews, industry experience, compliance records,
and assets under management.
For the full list and further information, visit
www.forbes.com/lists/wealth-management-teams-best-in-state/.
Notes to Editors
About UBS
UBS is a leading and truly global wealth manager and the leading
universal bank in Switzerland. It also provides diversified asset
management solutions and focused investment banking capabilities.
With the acquisition of Credit Suisse, UBS manages 5.5 trillion
dollars of invested assets as per second quarter 2023. UBS helps
clients achieve their financial goals through personalized advice,
solutions and products. Headquartered in Zurich, Switzerland, the
firm is operating in more than 50 countries around the globe. UBS
Group shares are listed on the SIX Swiss Exchange and the New York
Stock Exchange (NYSE).
https://www.ubs.com
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among the registered and unregistered trademarks of UBS. Neither
UBS Financial Services Inc. or its employees pay a fee in exchange
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Christina Aquilina Christina.aquilina@ubs.com
UBS (NYSE:UBS)
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