UBS Private Wealth Management announced today that Drew Freides, a Private Wealth Advisor and Managing Director in the firm’s West Coast Private Wealth Management Market, has been named to the Forbes/SHOOK Research Best-in-State Wealth Advisors list for 2022. Drew ranked #1 in the Los Angeles Private Wealth Management category and has appeared on the Forbes/SHOOK Best-In-State Wealth Advisors list for five consecutive years.
“We are incredibly proud to see Drew named as the top Private Wealth Advisor in Los Angeles,” said Lauren Gorsche, Metro LA Market Head at UBS Private Wealth Management. “Everyone who knows Drew knows that he sets the bar high and leads by example. I am gratified to see him and his greater team recognized for all that they do for our clients.”
Drew is a founding member of Mainsail Wealth Partners, one of the largest advisor teams at UBS, which includes Michael Kanigher, James Hulburd, Steven Westerman, Brendan Carroll, Melanie Desma, and Kate Freeman.
Illustrating the team’s depth of expertise, Private Wealth Advisor Michael Kanigher has also appeared on the Forbes/SHOOK Best-in-State list for the past five years, and was ranked #7 in the Los Angles Private Wealth Management category for 2022.
The team advises senior executives at public and private companies with a focus on incorporating liability management, estate planning, tax optimization and philanthropic strategies into their investment advice. They also support families as they navigate complex multigenerational wealth dynamics and legacy planning.
Drew has been recognized on numerous industry lists, including Barron’s Top 100 Financial Advisors (2015 – 2022) and Barron’s Top 100 Private Wealth Advisory Teams (2021 – 2022). He obtained an MBA from the Darden School of Business at the University of Virginia with honors, as well as a B.S. and an M.S. in Naval Architecture and Marine Engineering from the Massachusetts Institute of Technology.
This year’s Forbes/SHOOK Research Best-in-State Wealth Advisors list is comprised of over 6,500 advisors across the country, managing more than $10 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, please visit: www.forbes.com/best-in-state-wealth-advisors.
Notes to Editors
About UBS
UBS convenes the global ecosystem for investing, where people and ideas are connected and opportunities brought to life, and provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as to private clients in Switzerland. UBS offers investment solutions, products and impactful thought leadership, is the leading global wealth manager, provides large-scale and diversified asset management, focused investment banking capabilities, and personal and corporate banking services in Switzerland. The firm focuses on businesses that have a strong competitive position in their target 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, 30% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
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“We are incredibly proud to see Drew named as the top Private Wealth Advisor in Los Angeles,” said Lauren Gorsche, Metro LA Market Head at UBS Private Wealth Management.
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