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Forbes Lists

#25
California - Southern CA (Private Wealth)
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
Source: Forbes.com (Awarded Jan 2024) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.
About Blair Cannon
Blair joined UBS Private Wealth Management as a Senior Vice President in 2015 and focuses on providing comprehensive wealth management and investments solutions to ultra-affluent entrepreneurs, corporate executives, families and foundations. With over 16 years of industry experience, Blair concentrates on creating and managing customized strategies for clients - from estate and philanthropic planning to portfolio construction, alternative investments, liquidity management, banking, lending and insurance solutions. As a dedicated Private Wealth Advisor, he taps into the full depth and breadth of... Read More

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Asset Summary
As of Jun, 2023
$5M
Min Account Size For New Business
$5-150M
Typical Size Of Households
$10-20M
Typical Net Worth Of Relationships
$1B
Team Assets (Custodied)