{"id":801338,"date":"2025-01-15T17:25:05","date_gmt":"2025-01-15T22:25:05","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-team-montage-financial-group-named-to-forbes-top-wealth-management-teams-private-wealth-list\/"},"modified":"2025-01-15T17:25:05","modified_gmt":"2025-01-15T22:25:05","slug":"ubs-advisor-team-montage-financial-group-named-to-forbes-top-wealth-management-teams-private-wealth-list","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-team-montage-financial-group-named-to-forbes-top-wealth-management-teams-private-wealth-list\/","title":{"rendered":"UBS Advisor Team Montage Financial Group Named to Forbes Top Wealth Management Teams Private Wealth 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 Montage Financial Group Named to Forbes Top Wealth Management Teams Private Wealth List<\/b><\/p>\n<p>DENVER&#8211;(<a href=\"http:\/\/www.businesswire.com\">BUSINESS WIRE<\/a>)&#8211;<br \/>\nUBS Wealth Management US announced today that financial advisor team <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fadvisors.ubs.com%2Fmontage&amp;esheet=54180988&amp;newsitemid=20250115005371&amp;lan=en-US&amp;anchor=Montage+Financial+Group&amp;index=1&amp;md5=6a9ed9a6c8a2cecafc234e343f26d06b\">Montage Financial Group<\/a> has been named to the Forbes America\u2019s 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.<\/p>\n<p>\n\u201cThese talented and hardworking advisors have a deep commitment to providing best-in-class, holistic wealth management guidance,\u201d said Michael Gatewood, Midwest Market Executive. \u201cThis recognition speaks to the team\u2019s 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.\u201d<\/p>\n<p>\nWith 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.<\/p>\n<p>\nThe 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\u2019 list was compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank teams.<\/p>\n<p>\nFor the full list and further information visit: <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.forbes.com%2Flists%2Ftop-wealth-management-teams-private-wealth%2F&amp;esheet=54180988&amp;newsitemid=20250115005371&amp;lan=en-US&amp;anchor=https%3A%2F%2Fwww.forbes.com%2Flists%2Ftop-wealth-management-teams-private-wealth%2F&amp;index=2&amp;md5=8ed8db36901cd61a564fbceee8b7a15f\">https:\/\/www.forbes.com\/lists\/top-wealth-management-teams-private-wealth\/<\/a>.<\/p>\n<p><b>Notes to Editors<\/b><\/p>\n<p><b>About UBS<\/b><\/p>\n<p>\nUBS 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).<\/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=54180988&amp;newsitemid=20250115005371&amp;lan=en-US&amp;anchor=https%3A%2F%2Fwww.ubs.com&amp;index=3&amp;md5=79caf486ea2fa3cf6ce5c57ebbc30e1d\">https:\/\/www.ubs.com<\/a><\/p>\n<p>\n\u00a9 UBS 2025. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. <b>For press use only.<\/b><\/p>\n<p><img decoding=\"async\" alt=\"\" src=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20250115005371r1&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\/20250115005371\/en\/\" rel=\"nofollow\">https:\/\/www.businesswire.com\/news\/home\/20250115005371\/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><b>KEYWORDS:<\/b> Colorado United States North America<\/p>\n<p><b>INDUSTRY KEYWORDS:<\/b> Banking Asset Management 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\/20250115005371\/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 Montage Financial Group Named to Forbes Top Wealth Management Teams Private Wealth List DENVER&#8211;(BUSINESS WIRE)&#8211; UBS Wealth Management US announced today that financial advisor team Montage Financial Group has been named to the Forbes America\u2019s 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. \u201cThese talented and hardworking advisors have a deep commitment to providing best-in-class, holistic wealth management guidance,\u201d said Michael Gatewood, Midwest Market Executive. \u201cThis recognition speaks to the team\u2019s unique abilities to advise ultra-high net worth and high net worth clients on a wide range of financial and investment &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-team-montage-financial-group-named-to-forbes-top-wealth-management-teams-private-wealth-list\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;UBS Advisor Team Montage Financial Group Named to Forbes Top Wealth Management Teams Private Wealth 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-801338","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>UBS Advisor Team Montage Financial Group Named to Forbes Top Wealth Management Teams Private Wealth List - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-team-montage-financial-group-named-to-forbes-top-wealth-management-teams-private-wealth-list\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"UBS Advisor Team Montage Financial Group Named to Forbes Top Wealth Management Teams Private Wealth List - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"UBS Advisor Team Montage Financial Group Named to Forbes Top Wealth Management Teams Private Wealth List DENVER&#8211;(BUSINESS WIRE)&#8211; UBS Wealth Management US announced today that financial advisor team Montage Financial Group has been named to the Forbes America\u2019s 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. \u201cThese talented and hardworking advisors have a deep commitment to providing best-in-class, holistic wealth management guidance,\u201d said Michael Gatewood, Midwest Market Executive. \u201cThis recognition speaks to the team\u2019s unique abilities to advise ultra-high net worth and high net worth clients on a wide range of financial and investment &hellip; Continue reading &quot;UBS Advisor Team Montage Financial Group Named to Forbes Top Wealth Management Teams Private Wealth List&quot;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-team-montage-financial-group-named-to-forbes-top-wealth-management-teams-private-wealth-list\/\" \/>\n<meta property=\"og:site_name\" content=\"Market Newsdesk\" \/>\n<meta property=\"article:published_time\" content=\"2025-01-15T22:25:05+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20250115005371r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\" \/>\n<meta name=\"author\" content=\"Newsdesk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Newsdesk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-advisor-team-montage-financial-group-named-to-forbes-top-wealth-management-teams-private-wealth-list\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-advisor-team-montage-financial-group-named-to-forbes-top-wealth-management-teams-private-wealth-list\\\/\"},\"author\":{\"name\":\"Newsdesk\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#\\\/schema\\\/person\\\/482f27a394d4fda80ecb5499e519d979\"},\"headline\":\"UBS Advisor Team Montage Financial Group Named to Forbes Top Wealth Management Teams Private Wealth List\",\"datePublished\":\"2025-01-15T22:25:05+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-advisor-team-montage-financial-group-named-to-forbes-top-wealth-management-teams-private-wealth-list\\\/\"},\"wordCount\":437,\"image\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-advisor-team-montage-financial-group-named-to-forbes-top-wealth-management-teams-private-wealth-list\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/cts.businesswire.com\\\/ct\\\/CT?id=bwnews&amp;sty=20250115005371r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-advisor-team-montage-financial-group-named-to-forbes-top-wealth-management-teams-private-wealth-list\\\/\",\"url\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-advisor-team-montage-financial-group-named-to-forbes-top-wealth-management-teams-private-wealth-list\\\/\",\"name\":\"UBS Advisor Team Montage Financial Group Named to Forbes Top Wealth Management Teams Private Wealth List - 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Market Newsdesk","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-team-montage-financial-group-named-to-forbes-top-wealth-management-teams-private-wealth-list\/","og_locale":"en_US","og_type":"article","og_title":"UBS Advisor Team Montage Financial Group Named to Forbes Top Wealth Management Teams Private Wealth List - Market Newsdesk","og_description":"UBS Advisor Team Montage Financial Group Named to Forbes Top Wealth Management Teams Private Wealth List DENVER&#8211;(BUSINESS WIRE)&#8211; UBS Wealth Management US announced today that financial advisor team Montage Financial Group has been named to the Forbes America\u2019s 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. \u201cThese talented and hardworking advisors have a deep commitment to providing best-in-class, holistic wealth management guidance,\u201d said Michael Gatewood, Midwest Market Executive. \u201cThis recognition speaks to the team\u2019s unique abilities to advise ultra-high net worth and high net worth clients on a wide range of financial and investment &hellip; Continue reading \"UBS Advisor Team Montage Financial Group Named to Forbes Top Wealth Management Teams Private Wealth List\"","og_url":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-team-montage-financial-group-named-to-forbes-top-wealth-management-teams-private-wealth-list\/","og_site_name":"Market Newsdesk","article_published_time":"2025-01-15T22:25:05+00:00","og_image":[{"url":"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20250115005371r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en","type":"","width":"","height":""}],"author":"Newsdesk","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Newsdesk","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-team-montage-financial-group-named-to-forbes-top-wealth-management-teams-private-wealth-list\/#article","isPartOf":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-team-montage-financial-group-named-to-forbes-top-wealth-management-teams-private-wealth-list\/"},"author":{"name":"Newsdesk","@id":"https:\/\/www.marketnewsdesk.com\/#\/schema\/person\/482f27a394d4fda80ecb5499e519d979"},"headline":"UBS Advisor Team Montage Financial Group Named to Forbes Top Wealth Management Teams Private Wealth List","datePublished":"2025-01-15T22:25:05+00:00","mainEntityOfPage":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-team-montage-financial-group-named-to-forbes-top-wealth-management-teams-private-wealth-list\/"},"wordCount":437,"image":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-team-montage-financial-group-named-to-forbes-top-wealth-management-teams-private-wealth-list\/#primaryimage"},"thumbnailUrl":"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20250115005371r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en","inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-team-montage-financial-group-named-to-forbes-top-wealth-management-teams-private-wealth-list\/","url":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-team-montage-financial-group-named-to-forbes-top-wealth-management-teams-private-wealth-list\/","name":"UBS Advisor Team Montage Financial Group Named to Forbes Top Wealth Management Teams Private Wealth List - 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