NEW YORK, July 23, 2024--(BUSINESS WIRE)--UBS Wealth Management USA announced today that The Rosegarten/Rubin Financial Group, an advisor team in the firm’s 299 Park Avenue office, has been named to the Forbes Best-In-State Wealth Management Teams and the Forbes Top Wealth Advisors lists for 2024. Additionally, for the past two years, their team has been recognized on the Forbes Best-in-State Wealth Management Teams list (2023, 2024). The Rosegarten/Rubin Financial Group consists of David Rosegarten, Miles Rubin, Michelle Perr, Victoria Saylor, Joanna Prasinos and Jennifer Fragetti. The Forbes/SHOOK Best-In-State Wealth Management Teams list for 2024 is composed of more than 4,100 teams that collectively manage approximately $5.1 trillion in client assets. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

Source: Forbes July 23, 2024 13:41 UTC