{"id":753734,"date":"2023-05-02T10:54:18","date_gmt":"2023-05-02T14:54:18","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-team-mainsail-wealth-partners-named-to-the-barrons-top-100-private-wealth-management-teams-list\/"},"modified":"2023-05-02T10:54:18","modified_gmt":"2023-05-02T14:54:18","slug":"ubs-advisor-team-mainsail-wealth-partners-named-to-the-barrons-top-100-private-wealth-management-teams-list","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-team-mainsail-wealth-partners-named-to-the-barrons-top-100-private-wealth-management-teams-list\/","title":{"rendered":"UBS Advisor Team Mainsail Wealth Partners Named to the Barron\u2019s Top 100 Private Wealth Management Teams List"},"content":{"rendered":"<p>        <!--body {font:normal small Arial,Helvetica,sans-serif;color:#000;background-color:#fff;padding:24px;margin:0;} a img {border:0;} h3 {font-size:medium;color:#000;margin:0 0 1em 0; text-align:center;}-->  <\/p>\n<p><b>UBS Advisor Team Mainsail Wealth Partners Named to the Barron\u2019s Top 100 Private Wealth Management Teams List<\/b><\/p>\n<p>LOS ANGELES&#8211;(<a href=\"http:\/\/www.businesswire.com\">BUSINESS WIRE<\/a>)&#8211;<br \/>\nUBS Private Wealth Management today announced that <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fadvisors.ubs.com%2Fmainsail%2F&amp;esheet=53391445&amp;newsitemid=20230502005460&amp;lan=en-US&amp;anchor=Mainsail+Wealth+Partners&amp;index=1&amp;md5=44a1dd5f10607fd069a3a6502001ae8e\">Mainsail Wealth Partners<\/a>, an advisor team in the firm\u2019s Los Angeles, California office, has been named to the Barron\u2019s Top 100 Private Wealth Management Teams for 2023, ranking #8 in the United States.<\/p>\n<p>\n\u201cIt is an extraordinary accomplishment to be recognized as one of the top 10 Private Wealth Management teams in the country,\u201d said Lauren Gorsche, UBS Los Angeles Market Executive, \u201cThis recognition is a true testament to the caliber of advice and service the Mainsail team provides to their clients every day.\u201d<\/p>\n<p>\nThe team consists of Private Wealth Advisors Drew Freides, Michael Kanigher and Steven Westerman; Financial Advisors Melanie Desma, Brendan Carroll and Kate Freeman; and Team Associates Mark Thompson, Langdon Froomer, Nadine Babiuch, Lise Ly, Corinne Carroll, Gilberto Sanchez, Katherine Whitlock, Amanda Meraz and Qiqi Zhang.<\/p>\n<p>\nMainsail Wealth Partners is responsible for managing over $7 billion in invested client assets for ultra-high net worth individuals and families. Their clientele include senior executives at public and private companies and multigenerational families.<\/p>\n<p>\nThe team provides comprehensive wealth management solutions, which incorporate liability management, estate planning, tax optimization and philanthropic strategies into their investment advice. They also support families as they navigate complex multigenerational wealth dynamics and legacy planning.<\/p>\n<p>\nMainsail Wealth Partners previously ranked #18 on Barron\u2019s Top 100 Private Wealth Management Teams list for 2022.<\/p>\n<p>\nThe annual Barron&#8217;s Top 100 Private Wealth Teams recognizes wealth advisory teams across the country that specialize in serving individuals and families. The ranking is compiled based on a number of qualitative and quantitative factors, including assets under management, revenue produced for the firm, regulatory record, credentials of their members, and the resources they have at their disposal to serve their client bases.<\/p>\n<p>\nFor the full list and further information please visit: <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.barrons.com%2Fadvisor%2Freport%2Ftop-financial-advisors%2Fprivate-wealth&amp;esheet=53391445&amp;newsitemid=20230502005460&amp;lan=en-US&amp;anchor=https%3A%2F%2Fwww.barrons.com%2Fadvisor%2Freport%2Ftop-financial-advisors%2Fprivate-wealth&amp;index=2&amp;md5=76c4882cc472b1bc90dec80f7c4aa70f\">https:\/\/www.barrons.com\/advisor\/report\/top-financial-advisors\/private-wealth<\/a>.<\/p>\n<p><b>Notes to Editors<\/b><\/p>\n<p><b>About UBS<\/b><\/p>\n<p>\nUBS convenes the global ecosystem for investing, where people and ideas are connected and opportunities brought to life, and provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as to 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.<\/p>\n<p>\nUBS 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, 29% in Switzerland, 20% 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).<\/p>\n<p>\n\u00a9 UBS 2023. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings. Past performance is not an indication of future results. <b>For press use only.<\/b><\/p>\n<p><img decoding=\"async\" alt=\"\" src=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20230502005460r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\" style=\"width:0;height:0\" \/><span class=\"bwct31415\" \/><\/p>\n<p id=\"mmgallerylink\"><span id=\"mmgallerylink-phrase\">View source version on businesswire.com: <\/span><span id=\"mmgallerylink-link\"><a href=\"https:\/\/www.businesswire.com\/news\/home\/20230502005460\/en\/\" rel=\"nofollow\">https:\/\/www.businesswire.com\/news\/home\/20230502005460\/en\/<\/a><\/span><\/p>\n<p>\nChristina Aquilina<br \/>\n<br \/><a rel=\"nofollow\" href=\"mailto:Christina.Aquilina@ubs.com\">Christina.Aquilina@ubs.com<\/a><\/p>\n<p><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.ubs.com&amp;esheet=53391445&amp;newsitemid=20230502005460&amp;lan=en-US&amp;anchor=https%3A%2F%2Fwww.ubs.com&amp;index=3&amp;md5=047c4811d5c34fcf982492aad105d6bb\">https:\/\/www.ubs.com<\/a><\/p>\n<p><b>KEYWORDS:<\/b> California United States North America<\/p>\n<p><b>INDUSTRY KEYWORDS:<\/b> Personal Finance Professional Services Finance<\/p>\n<p><b>MEDIA:<\/b><\/p>\n<table cellpadding=\"3\" cellspacing=\"3\">\n<tr>\n<td><font face=\"Arial\" size=\"2\"><b>Logo<\/b><\/font><\/td>\n<\/tr>\n<tr>\n<td><img decoding=\"async\" src=\"https:\/\/mms.businesswire.com\/media\/20230502005460\/en\/780445\/3\/ubs_semibold_4c.jpg\" alt=\"Logo\" \/><\/td>\n<\/tr>\n<tr>\n<td><font face=\"Arial\" size=\"2\"><\/font><\/td>\n<\/tr>\n<\/table>\n","protected":false},"excerpt":{"rendered":"<p>UBS Advisor Team Mainsail Wealth Partners Named to the Barron\u2019s Top 100 Private Wealth Management Teams List LOS ANGELES&#8211;(BUSINESS WIRE)&#8211; UBS Private Wealth Management today announced that Mainsail Wealth Partners, an advisor team in the firm\u2019s Los Angeles, California office, has been named to the Barron\u2019s Top 100 Private Wealth Management Teams for 2023, ranking #8 in the United States. \u201cIt is an extraordinary accomplishment to be recognized as one of the top 10 Private Wealth Management teams in the country,\u201d said Lauren Gorsche, UBS Los Angeles Market Executive, \u201cThis recognition is a true testament to the caliber of advice and service the Mainsail team provides to their clients every day.\u201d The team consists of Private Wealth Advisors Drew Freides, &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-team-mainsail-wealth-partners-named-to-the-barrons-top-100-private-wealth-management-teams-list\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;UBS Advisor Team Mainsail Wealth Partners Named to the Barron\u2019s Top 100 Private Wealth Management Teams List&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-753734","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - 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