UBS announced today that Kyle Harris, Senior Vice President - Wealth Management and Jason Lowy, Senior Vice President - Wealth Management have been named to the 2020 Forbes/SHOOK Top Next-Gen Wealth Advisors list. Kyle is based out of UBS’s Baltimore office, and Jason is based out of UBS’s Hunt Valley office.

The Forbes/SHOOK Top Next-Gen Wealth Advisors list includes 500 rising advisors throughout the country who help manage over $1 trillion in client assets. The list is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Kyle ranked 88th and Jason ranked 212nd in the United States, respectively.

“I am pleased that both Kyle and Jason have received this well-deserved recognition,” said Ellen Pierce, Mid-Atlantic Market Head at UBS Wealth Management USA. “They both work diligently to help our clients and ensure that each one of them reaches their financial goals. While I am not surprised by their inclusions on this prominent list, to be recognized as a top next-gen wealth advisor by Forbes is an achievement that should not be taken lightly. It is an honor that recognizes their exceptional dedication to their clients, career accomplishments and expertise in meeting and exceeding expectations.”

For the full list and further information visit: https://www.forbes.com/top-next-gen-advisors/#43aec5066df0.

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.