UBS Advisor David Schachter Named to the Forbes Best-In-State Wealth Advisors list
02 Juillet 2024 - 6:30PM
Business Wire
UBS Wealth Management USA announced today that David Schachter,
a Financial Advisor in the firm’s Los Angeles Market, has been
named to the Forbes Best-in-State Wealth Advisors list for
2024.
“I am proud to see David listed as a Best-in-State Wealth
Advisor this year,” said Lauren Gorsche, Market Executive for the
Los Angeles Market. “He is a hard-working, tireless advocate for
his clients who will stop at nothing to provide the best of UBS to
his clients.”
David primarily focuses on clients in the entertainment
industry, where he represents top artists, song writers, music
producers, directors, digital talent, and executives with profound
influence in Hollywood. He leverages his multi-decade experience to
provide investment advice and comprehensive financial guidance to
the entertainment industry’s biggest earners.
David also maintains the Athletes and Entertainers Consultant
designation at UBS. Advisors with this designation meet specific
requirements, including depth of experience advising clients in the
sports and entertainment industries and a commitment to serving the
athlete or entertainer in a way that meets him or her “where they
are.” These advisors complete an extensive training program
covering atypical income streams and special financial planning
circumstances.
The Forbes rating is compiled by Shook Research and awarded
annually in April based on information from a 12 month period
ending June of the prior year. Eligibility is based on quantitative
factors and is not necessarily related to the quality of the
investment advice.
For more information on third party rating methodologies, please
visit www.ubs.com/us/en/designation-disclosures.
For the full list and further information, please visit:
www.forbes.com/best-in-state-wealth-advisors.
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 markets around the globe. UBS
Group shares are listed on the SIX Swiss Exchange and the New York
Stock Exchange (NYSE).
© UBS 2024. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS. Neither
UBS Financial Services Inc. or its employees pay a fee in exchange
for these ratings. Past performance is not an indication of future
results. For press use only.
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Media Contact: Christina Aquilina
Christina.aquilina@ubs.com https://www.ubs.com
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