Menu
sharewise sharewise
Log in
Sign up
Log in
Sign up
Microsoft strongly encourages users to switch to a different browser than Internet Explorer as it no longer meets modern web and security standards. Therefore we cannot guarantee that our site fully works in Internet Explorer. You can use Chrome or Firefox instead.

UBS Advisor Greg Mendoza Named to the Financial Times 401 Top Retirement Plan Advisors List

BusinessWire_EN 
0 0 09.11.20
UBS Advisor Greg Mendoza Named to the Financial Times 401 Top Retirement Plan Advisors List: http://s3-eu-west-1.amazonaws.com/sharewise-dev/attachment/file/23977/300px-UBS_Logo_SVG.svg.png
 

UBS announced today that Greg Mendoza, a Financial Advisor in the firm’s Hartford, Connecticut (CT) office has been named to the Financial Times (FT) 401 Top Retirement Plan Advisors list for 2020.

With 20 years of wealth management and consulting experience, Greg focuses on serving the investment and planning needs of individuals, privately held companies, and retirement plans sponsors. He heads the Integrated Wealth Management Group’s retirement plan practice, possesses the Chartered Retirement Plans Specialist (CRPS®) and Accredited Investment Fiduciary (AIF®) designations, and assists organizations in evaluating and maintaining suitable retirement plans.

“Greg frequently presents on best practices and minimizing fiduciary risk. He applies financial, goals-based analysis to fulfill client needs involving education funding, retirement and estate planning,” said William A. Cholowa, Central New England / New York State Market Head at UBS Wealth Management USA. “We are extremely proud of Greg’s well-deserved recognition and it’s an absolute pleasure to have him on our team.”

In the past, Greg has been nationally recognized as one of PLANADVISER/PLANSPONSOR’s Top 100 Retirement Plan Advisers (2010) and Most Successful Retirement Plan Advisers (2008). In 2015, 2018 and 2019 he was named a 401 Top Retirement Plan Advisor by the Financial Times. Greg attended Western New England College and obtained a Bachelor’s of Science in Biology/Chemistry. He and his family reside in West Hartford, CT.

The Financial Times Top 401 Retirement Plan Advisors ranking aims to provide a list of elite professionals who specialize in advising US employers on their defined contribution plans. The advisors were assessed using quantifiable data, and were required to have at least 20% of client assets in defined contribution plans.

For the full list and further information visit: https://www.ft.com/reports/top-401-advisers.

Notes to Editors

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.

© UBS 2020. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Neither UBS Financial Service Inc. or its employees pay a fee in exchange for these ratings. Past performance is not an indication of future results.

View source version on businesswire.com: https://www.businesswire.com/news/home/20201109005006/en/

UBS AG Stock

-
-


Show more
Like: 0
Share
BusinessWire_EN 
Business Wire, a Berkshire Hathaway company, is the global leader in press release distribution and regulatory disclosure. Investor relations, public relations, public policy and marketing professionals rely on Business Wire for secure and accurate distribution of market-moving news and multimedia.

Legal notice

Comments

Not a member yet? Sign up for free!