This is the fourth consecutive year

UBS advisors John Castronuovo and Robert DeForest named to Forbes/SHOOK Best-In-State Wealth Advisors list


De Forest - Castronuovo

Autor: Marcelo Soba

  1. Castronuovo focuses on comprehensive wealth management strategies for select entrepreneurs and business owners, executives, and retirees, as well as charitable organizations.
  2. De Forest focuses on portfolio construction for individuals and institutions, investment manager selection and analysis, discretionary portfolio management and custom investment vehicles
  3. This year鈥檚 Forbes/SHOOK Research Best-in-State Wealth Advisors list is comprised of more than 6,500 advisors across the country, managing a collective $10 trillion