UBS Wealth Management USA announced today that Kyle Harris, a Financial Advisor in the firm’s Baltimore, Maryland, office, has been named to the Forbes/SHOOK Research Top Next-Gen Wealth Advisors list for 2021. Kyle ranked as the #1 advisor in Maryland on the list.
“I am pleased that once again Kyle has received this incredible honor on such a prominent list for our industry,” said Ellen Pierce, D.C. and Mid-Atlantic Market Head at UBS Wealth Management USA. “This is Kyle’s fourth consecutive year being named to this list, and it doesn’t surprise me one bit. Day in and day out, Kyle works diligently to earn the trust of his clients and does this by demonstrating the passion and commitment he has for helping his clients succeed.”
Kyle has been working with high-net-worth families and business owners for more than 15 years. He views each client’s financial situation and family dynamics as entirely unique and uses a customized approach when developing each portfolio. Kyle graduated cum laude at the University of North Carolina at Chapel Hill, where he received his Bachelor’s degree in Business Administration and serves as a member of the Investment Management Consultants Association.
The Forbes/SHOOK Research Top Next-Gen list includes 500 rising advisors who help manage over $1 trillion in client assets. Each advisor was nominated by their firm, then vetted and ranked by SHOOK Research.
For the full list and further information, visit: https://www.forbes.com/top-next-gen-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 is the largest truly global wealth manager, and a leading personal and corporate bank in Switzerland, with a large-scale and diversified global asset manager and a focused 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).
