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UBS Advisor Team Montage Financial Group Named to Forbes Top Wealth Management Teams Private Wealth List

1. Montage Financial Group ranked #34 in Forbes' Top Wealth Management Teams. 2. The team specializes in ultra-high net worth and complex wealth challenges. 3. Forbes' list features teams managing nearly $1.2 trillion in assets. 4. The recognition highlights UBS's commitment to high-quality advisory services. 5. UBS manages $5.7 trillion in invested assets post-Credit Suisse acquisition.

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FAQ

Why Bullish?

Recognition by Forbes enhances UBS's reputation, potentially attracting more clients, similar to past success stories.

How important is it?

Forbes recognition can lead to increased business, directly enhancing UBS's client base and revenue potential.

Why Long Term?

Improving reputation can have lasting effects on client acquisition and retention, as seen historically in financial firms.

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UBS
DENVER--(BUSINESS WIRE)--UBS Wealth Management US announced today that financial advisor team Montage Financial Group has been named to the Forbes America’s Top Wealth Management Teams Private Wealth list for 2024. The team ranked #34 in the nation and is led by Private Wealth Advisors Jonathan Beukelman, Michael Chudd, Mark Geist, Jeremy Keller and Jeff Nemechek. “These talented and hardworking advisors have a deep commitment to providing best-in-class, holistic wealth management guidance,” said Michael Gatewood, Midwest Market Executive. “This recognition speaks to the team’s unique abilities to advise ultra-high net worth and high net worth clients on a wide range of financial and investment matters. I am proud to congratulate each of them on this terrific achievement.” With team members in Denver, CO, Las Vegas, NV and Lincoln, NE, Montage Financial Group at UBS has guided generations of sophisticated families, senior executives and entrepreneurs through complex wealth challenges. Together, they are passionate financial advocates who believe education and collaboration are key to building trusted, long-lasting relationships with clients. The third annual Forbes SHOOK Top Wealth Management Teams Private Wealth features 100 teams with cumulative assets of nearly $1.2 trillion. Teams in the private wealth category are those that primarily focus on accounts with $10 million or higher, though minimums for related household accounts can and often are lower. Forbes’ list was compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank teams. For the full list and further information visit: https://www.forbes.com/lists/top-wealth-management-teams-private-wealth/. 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 5.7 trillion dollars of invested assets as per fourth 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). https://www.ubs.com © UBS 2025. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. For press use only.

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