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CINCINNATI-(BUSINESS WIRE)–UBS Private Wealth Management announced today that David Ellis III, a private wealth advisor and managing director in the firm’s Cincinnati office, has been named to Forbes Americas Top 250 Wealth Advisors for 2022.
“We are extremely proud that David has once again been recognized on this prestigious list,” said Michael Gatewood, Head of Markets at UBS Private Wealth Management. “David and his team have achieved a remarkable level of success driven by their dedication, focus and commitment to providing clients with comprehensive wealth management solutions that meet their financial needs and goals.”
With more than 30 years of experience in financial services, David and his team, Ellis Group, provide asset and wealth management services to individuals, families and organizations. They currently oversee more than $2.5 billion in client assets. David received his BA in Accounting from Syracuse University and also serves on the boards of the Blue Ash Conservation Association and the Segoe Foundation.
This is the sixth consecutive year that David has been named to the Forbes Americas Top 250 Wealth Advisors list. Earlier this year, Ellis was named to Forbes/SHOOK’s Top Wealth Advisors for Ohio.
The Forbes/SHOOK Top 250 Wealth Advisors list methodology is a ranking algorithm based on qualitative and quantitative criteria, including personal interviews, industry experience, compliance records, revenue produced and assets under management.
For the full list and additional information, visit: https://www.forbes.com/top-wealth-advisors.
Notes to the editors
About UBS
UBS brings together the global investment ecosystem, where people and ideas connect and opportunities come to life, and provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as 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 around the world. 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 the Asia-Pacific region. UBS Group AG has more than 72,000 employees worldwide. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
© UBS 2022. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Although neither UBS Financial Services Inc. nor its employees pay a fee in exchange for these evaluations, UBS may hire RJ Shook to be a speaker at events. Past results are not indicative of future results. For press only.
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