NEW YORK–(BUSINESS WIRE)–
Recognition of an exceptional career in Financial Services
UBS Financial Services Inc. announced today that John Straus, Jr. CFP®, a Private Wealth Advisor in the Firm’s New York Private Wealth office has been named to Forbes’ List of Top Next Generation Wealth Advisors for 2019. The list includes 250 talented, advisors who represent the future of the wealth management industry. This is the third year that Straus has been named to the list.
Across Straus’ 12 year career in financial services, he has been with UBS for nine years. He and his three partners, Robert Sechan, Jeffrey Kobernick and Walter Granruth run Turnstone Wealth Management, an eleven person practice that takes a proactive, organized and process-driven approach to addressing the opportunities and challenges facing very successful people and their families. Turnstone manages roughly $3.3 billion dollars in assets across approximately 140 families and relationships.
“John represents the next generation of advice, and he brings a fresh perspective to an ever-changing industry that clients really respond to,” said Chris Amo, Market Head of New York Private Wealth Management at UBS Financial Services Inc. “This recognition is a testament to the quality of the practice he and his partners have built, and his dedication in meeting the needs and expectations of our Ultra High Net Worth clients.”
Straus provides advice around the financial and estate planning considerations that drive an investment management mandate. His clients include private equity professionals, corporate executives, business owners and entrepreneurs of both early and late stage companies. Straus has earned his CERTIFIED FINANCIAL PLANNER® designation, which is considered one of the most widely recognized credentials in the financial industry.
Straus graduated from St. Lawrence University and lives in Darien, CT with his wife and two children.
For the full list of Top Next-Generation Wealth Advisors, click here.
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’ 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 52 countries, with about 34% of its employees working in the Americas, 34% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 14% in Asia Pacific. UBS Group AG employs approximately 61,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
© UBS 2019. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.
Forbes America’s Top 250 Next-Generation Wealth Advisors list is comprised of 250 Financial Advisors and uses criteria based on age, quality of practice, industry experience, compliance record, revenue, interviews by SHOOK Research and the full team assets under management. Neither UBS Financial Service Inc. or its employees pay a fee in exchange for these ratings. Past performance is not an indication of future results.
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