The Burish Group Is Not Without Controversy

burish group forbes

burish group forbes

The Burish Group is a financial advisory firm led by Andrew Burish. He has burish group forbes worked in the financial industry for over 35 years and has been the Managing Director at UBS since 1984. Burish and his team manage over $4 billion in client funds. Read on to learn more about Andrew Burish and the Burish Group.

Andrew Burish

Andrew Burish has been a financial advisor for over 35 years and has helped manage over $4 billion in client assets. His wealth management philosophy centers on providing holistic wealth management for affluent individuals. His work has earned him several accolades including being named one of the top 100 financial advisors in the US by Barron’s and Forbes.

In January 2021, the United States Securities and Exchange Commission denied a $20 million arbitration claim brought by Hansen and his wife against Burish. Nevertheless, UBS maintains that the claims are unfounded. UBS has said it is not responsible for the complaint. Nevertheless, Burish has been accused of repeatedly promoting the practice of short-selling Tesla stock – a strategy that seeks to capitalize on a stock’s price decline.


Burish Group Forbes

Burish has one BrokerCheck complaint. It relates to a 2008 unsuitable recommendation. However, the complaint was settled for $1 million. In addition, the firm has terminated the producing manager and regional compliance officer for engaging in options trading. Recently, UBS implemented new restrictions on naked options trading.

As an industry veteran, Burish began his career with UBS in 1984. He now runs a firm that has 14 advisors and manages more than $4 billion in client assets. However, the lawsuit alleges that UBS breached its fiduciary duty to its clients and violated the suitability rule, and the plaintiffs were wealthy investors who had a high tolerance for risk.

The Burish Group

The Burish Group is ranked among the top 50 private wealth management teams in the US, according to Barron’s. The company is also active in government and politics, and their newsletter keeps subscribers informed on local and national issues. It also maintains that all claimants are sophisticated investors. But, despite its impressive credentials, the Burish Group is not without controversy.

The Burish Group is led by Andrew Burish, a 38-year industry veteran. Having started his career with UBS, he now leads one of the most successful teams in the Midwest. In 1991, he founded The Burish Group, a wealth management firm with over $4 billion in assets under management and fourteen employees. Forbes and Barron’s have recognized him as a Top Advisor in the US, and he has earned several other honors, including being named one of the top brokers in Wisconsin by Forbes.

Andrew Burish’s BrokerCheck record

Andrew Burish is an investment advisor with over 38 years of experience. He started his career at UBS in 1984 and currently heads a team that manages more than $4 billion in client assets. He has been ranked among the top 100 advisors in the US by Barron’s and is ranked the number one broker in Wisconsin by Forbes. If you are considering hiring him as a financial advisor, you should check his BrokerCheck record to ensure that he’s an honest and trustworthy broker.

There is only one BrokerCheck complaint against Burish, pertaining to an unsuitable investment recommendation in 2008. The claim was ultimately settled for $1 million. A member of Burish’s team has also been terminated by UBS. This is because they were engaged in options trading when they were not appropriately cleared by their supervisors. This resulted in restrictions on naked option trading for UBS clients.

Burish Group Forbes

Burish’s BrokerCheck report shows one client complaint filed against him in 2010. The client sought $1.2 million in damages from Burish for making unsuitable recommendations about structured products in 2008 and 2010. This burish group forbes client complaint was dismissed by UBS because UBS maintains that all claimants are sophisticated investors.

UBS terminations

The Burish Group has been impacted by the recent UBS terminations of three people. Among them were a regional compliance officer, a producing branch manager, and a junior associate. The junior associate was terminated after he failed to close a losing trade as ordered by senior compliance personnel. These burish group forbes actions resulted in $16.5 million in losses. Moreover, the Burish team was also impacted by the UBS restrictions on naked options trading.

Moreover, three people were sacked by UBS in 2018. The brokerage firm has also been hit by lawsuits alleging that a broker failed to close a trade, causing investment losses. In addition, UBS’s former broker, Mark Munizzi, was awarded $11 million in damages for defamation. UBS had tried to get the award vacated but the state court rejected UBS’s motion to vacate the award.

Burish Group Forbes

The Burish Group has been a leader in the financial services industry for nearly three decades. In addition to advising clients, the firm also has over $4 billion in assets under management. Burish was a former senior executive at UBS, where he oversaw several of the company’s Midwest teams. He has also served as the chairman of investment committees at the University of Wisconsin-Whitewater and UW-Eau Claire. His hobbies include downhill skiing, water skiing, and motorcycling.

UBS is a global wealth manager with offices in major financial centers. The firm employs more than 72,000 people worldwide. Its burish group forbes shares are listed on the SIX Swiss Exchange and the New York Stock Exchange.

Short-selling of Tesla stock

UBS, a large investment bank, has been accused of violating state securities regulations by promoting short-selling of Tesla stock. Andrew Burish, a 38-year veteran of the industry who started at UBS in 1984, heads the Burish Group, which employs 14 advisors and manages more than $4 billion in client assets. In a complaint filed against UBS, Burish says the firm breached its fiduciary duty and broke the suitability rule. His recommendations have resulted in $23 million in losses for four couples, including one investor in the extended family.

In the early days of 2019, Tesla stock was trading at around $60 a share. It burish group forbes has since risen to more than $720 by press time. Burish, who is ranked in the top 100 investment advisors in the United States by Barron’s, founded his Tesla Investment Group in 1991.

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