UBS Wealth Management USA announced today that Jonathan Murray, a Financial Advisor in the firm’s Hunt Valley office in Baltimore, Maryland, has been named to the Forbes/SHOOK Research Top 250 Wealth Advisors list for 2021.
“We’re thrilled that Jonathan received this well-deserved recognition on such a prestigious list,” said Ellen Pierce, D.C. and Mid-Atlantic Market Head at UBS Wealth Management USA. “Jonathan continues to be successful in the industry due to his passion and commitment to helping his clients achieve their financial ambitions. His inclusion on this year’s list is a direct reflection of that.”
Jonathan has been in the financial services industry for over 30 years. He currently manages close to $1 billion in client assets and works with endowments, businesses, and affluent families to help them achieve their financial goals. Jonathan is a member of UBS’s prestigious Pinnacle Council, which recognizes advisors with high assets under management and production figures and has served on the UBS Advisory Committee.
From 1994 to 2006, Jonathan worked for Legg Mason in Baltimore, and from 1989 was with Kidder, Peabody. Prior to his financial services career, Jonathan worked in higher education as the Assistant Dean of Admissions at Dickinson College in Carlisle, PA. He graduated from Dickinson College in 1984 and is currently a lecturer for the Loyola University MBA program, the University of Maryland and for Johns Hopkins University.
The sixth annual Forbes/SHOOK Research Top 250 Wealth Advisors list recognizes the country’s top financial advisors who represent the future of the wealth management industry.
For the full list and further information visit: https://www.forbes.com/top-wealth-advisors.
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.
About UBS
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS’s 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 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).
