Andrew Burish is andy burish an expert financial advisor who has worked in the financial services industry for 38 years. His team oversees assets worth over $4 billion for his clients. Forbes and Barron’s have listed him among the top 100 advisors in the US. In addition to his vast knowledge of the investment industry, Burish has a background in entrepreneurship.
Andrew Burish is a UBS financial advisor
Andrew Burish is a UBS financial adviser who has been in the industry for 38 years. He currently leads a team of 14 advisors and manages over $4 billion in client assets. His expertise in the investment field has earned him several industry awards and has garnered him recognition as a leading team leader. Andrew is also a member of the Barron’s and Forbes top advisor lists, which are considered the highest honors in the financial services industry.
While Burish’s record appears clean on the surface, it does not come without problems. According to a BrokerCheck report, he has one BrokerCheck complaint, relating to unsuitable recommendations in 2008. The claim was settled for $1 million. Other issues involve his team, including a former producing manager, regional compliance officer, and junior associate. One of the team members failed to close a losing trade, which resulted in losses for clients.
In another case, an investment firm and its founder Andrew Burish have sued one another over allegations that they were short-selling Tesla shares. The investors allege that they lost more than $23 million after investing in Tesla shares. The case was filed by a group of investors who claim that Burish violated their fiduciary duty and the suitability rule. The claims also claim that UBS failed to supervise their investments.
UBS has denied that it was responsible for the actions of Burish. It said that the plaintiffs were sophisticated investors with a high tolerance for risks. However, it is unclear whether UBS will settle this lawsuit in this case. The lawsuit was filed in the Los Angeles County Superior Courts at the Stanley Mosk Courthouse in Los Angeles County.
He is the head of a team of 14 advisors
Andrew Burish is a 38-year veteran of the financial industry. He started his career at UBS in 1984 and has since helped to build several successful wealth management companies. Currently, he is the head of one of UBS’ most successful teams in the Midwest. He founded The Burish Group in 1991 and now has more than $4 billion under management and a staff of 14 advisors. He has won numerous awards and has been recognized as one of the best advisors in the US by Barron’s and Forbes.
Burish and his team are among the top-ranked investment advisors in the United States, and Tesla’s stock is currently trading for $720 per share, up from $60 at early 2019. His team of 14 advisors specializes in a specialized subset of sectors, including energy and tech stocks.
Burish has worked in the financial services industry for 38 years and currently oversees over $4 billion in client assets. His background in investment consulting has earned him numerous accolades, including being named one of the top advisors in the US by Barron’s and Forbes.
Burish is also a member of Forbes’ Top 100 advisory team and the head of a top private wealth management team. With over $4 billion under management, the Burish Group is a leader in the financial services industry. Burish is also a former senior executive of UBS and served as chairman of the investment committees at two universities. In his spare time, he enjoys motorcycling, downhill skiing, and water skiing.
According to the SEC, Burish has one BrokerCheck complaint relating to unsuitable recommendations in 2008. The claim was settled for $1 million. He has also been accused of short selling Tesla stock, which is an attempt to take advantage of a stock’s fall. Another complaint against Burish was filed by an investor’s extended family.
He oversees over $4 billion in client assets
Andy Burish is a Managing Director at UBS and has almost 40 years of experience in investment consulting. He oversees over 45 employees and manages over $4 billion in client assets. He is a leader of innovative teams and has served on the board of foundations at the University of Wisconsin-Whitewater and the UW-Eau Claire. His hobbies include motorcycling, downhill skiing, and water skiing.
Andy Burish has been a financial advisor for over three decades at UBS and oversees the portfolios of over $4 billion of client assets. He is a top advisor at UBS and has been named a dynamic team leader by both Barron’s and Forbes. Andy Burish is dedicated to providing holistic wealth management to high-net-worth individuals.
Andrew Burish has been in the financial industry for 38 years, starting his career at UBS in 1984 and leading one of their most profitable teams in the Midwest. In 1991, he founded The Burish Group and currently oversees over $4 billion in client assets. He is a top advisor according to Barron’s and Forbes and is one of the top financial advisors in the US.
Burish was recently sued by a group of investors for recommending short-selling Tesla shares. This caused the investors to lose more than $23 million. Several investors’ extended families filed a complaint with the Financial Industry Regulatory Authority alleging that the investments were unsuitable, a breach of fiduciary duty, and that Burish failed to supervise the short-selling strategy.
He has 38 years of experience in the financial services industry
Andy Burish is a Managing Director and Financial Advisor at UBS. He has 38 years of experience in the financial services sector and is currently overseeing a team of more than 45 professionals managing $5.2 billion of client assets. Burish is known for his innovative approach to teamwork and is a recognized leader in the industry. Outside of work, he enjoys waterskiing, downhill skiing, and motorcycling.
With 38 years of experience in the financial services industry, Burish has helped build one of the most successful teams in the Midwest. He started his career at UBS and has since worked his way up the ranks to lead UBS’s Midwest team. He has also served as the chairman of investment committees at two universities. He has several hobbies including downhill skiing, motorcycling, and water skiing.
Burish’s BrokerCheck report shows one client complaint from 2008. It concerns an unsuitable investment recommendation made by Burish to one of his clients in 2008. The case settled for $1 million in 2010. In 2010, a member of Burish’s team was fired by UBS after engaging in naked option trading without his supervisor’s approval. The firm maintains that all claimants are sophisticated investors.