People

  1. Home
  2. People
  3. Craig Chiate
Craig Chiate

Craig Chiate

Formal First Name
Craig
Link
LinkedIn
Location
California

With over 23 years of experience in financial services, Craig Chiate has been recognized as a leader in the industry. He is currently a Managing Director in the Private Wealth Management Division of UBS. Prior to joining UBS, he was a Managing Director at Merrill Lynch’s Private Banking and Investment Group, and a Vice President in the Private Client Services Division at Goldman Sachs. He has also received numerous recognitions from industry publications.

Professional Experience

Academic History

  • On Wall Street Magazine Top 40 Advisors Under 40, 2008 - 2009
  • Forbes Top 200 Wealth Advisors in America
  • Financial Times Top 400 Advisors in America, 2017 - 2019
  • Forbes Best-in-State Wealth Advisors, 2018 - 2020
  • Forbes America's Top Wealth Advisors, 2016 - 2020
  • Barron's Top 1,200 Financial Advisors, 2016 - 2020
  • Barron's Top 1000 Financial Advisors, 2016 - 2020

Warnings and Disclaimers

The information contained herein is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. It is not designed to meet your personal financial situation - we are not investment advisors nor do we give personalized investment advice. The opinions expressed herein are those of the publisher and are subject to change without notice. It may become outdated an there is no obligation to update any such information.

Copyright Finnotes.org © 2018 - 2020