UBS announced today that The Matthews Group, an advisor team based in the firm’s Bellevue office, has been named to the Forbes America’s Top Wealth Management Teams – Private Wealth 2024 list and the Best-In-State Wealth Management Teams 2025 list.
The 19-member team, led by Michael Matthews, Tyler Matthews, Melanie Matthews, Kathryn Sciba, Tanner Peelen, Kim Muska, Mandy Ho, Shawn Meeks, Renee Hawkes and Mike Bockner, have been entrusted with over $3 billion in client investable assets. Together, they provide a multi-disciplinary approach to delivering holistic advice to ultra-high net worth individuals, business owners, entrepreneurs and multi-generational families. The team is known for taking a detailed and highly customized approach to managing client portfolios, leveraging UBS’s global reach to help clients pursue what matters most to them.
“It is my pleasure to work with such an incredible group of professionals, and I am proud to see them recognized for their dedication to clients,” said Robert Giordano, Pacific Northwest Market Executive at UBS. “Clients rely on the team’s advice for a host of financial needs. They work closely together to offer the intimate and personal service you would expect from such a top-level team.”
The Forbes rankings, developed by SHOOK Research, are based on an algorithm of qualitative and quantitative data, including revenue trends, assets under management and compliance records. The Forbes Best-In-State Wealth Management Teams 2025 list features more than 5,300 teams with cumulative assets of $7 trillion. The Forbes America’s Top Wealth Management Teams Private Wealth list features 100 teams with cumulative assets of nearly $1.2 trillion.
For the full Best-In-State Wealth Management Teams list, visit: https://www.forbes.com/lists/wealth-management-teams-best-in-state/
For the full Top Wealth Management Teams Private Wealth list, visit: https://www.forbes.com/lists/top-wealth-management-teams-private-wealth/
Notes to Editors
About UBS
UBS 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).
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