UBS’s Tantleff Further Recognized as Leading Industry Professional

Gary Tantleff, managing director of investments for the Credit Union Advisory Group (CUAG) at UBS Financial Services, was recognized as one of Barron’s “Top 1000 Financial Advisors” earlier this year. The list represents a distinct honor given to a select few advisors who have demonstrated exceptional leadership in the profession, as well as outstanding client service and community involvement.

On April 14, 2012, Barron’s pared down its list and published its annual “Top 100 Financial Advisors,” and Tantleff was once again distinguished among the industry’s elite professionals.

“Being recognized as one of ‘Barron’s Top 100’ gives me a great sense of accomplishment,” Tantleff said. “But my ultimate satisfaction comes from knowing that by working together and understanding the credit unions’ needs, we provide a service that helps the credit union and ultimately its members realize their goals. The credit union leaders I work with are more than just clients; I truly consider them lifelong friends.”

The nationally recognized Credit Union Advisory Group brings more than 80 years combined financial services experience and is solely focused on providing opportunities and insights to the credit Union industry. They are an experienced team of fixed-income professionals who have a thorough understanding of the National Credit Union Administration (NCUA) rules and regulations, including part 703. In addition to their advisory services they offer free safekeeping and lines of credit through UBS financial Services Inc.

Tantleff and The Credit Union Advisory Group are proud NWCUA Strategic Link annual gold sponsors. Please visit Tantleff and team at www.ubs.com/team/cuag, or contact Tantleff directly at 877.269.1776 or via email at gary.tantleff@ubs.com.

 

Strategic Link is the NWCUA’s wholly-owned service corporation, providing the Association’s member credit unions with exclusive high-quality, competitively-priced products and discounted services. Questions? Contact Sales & Marketing Associate Craig Reed: 206.340.4789, creed@nwcua.org.

Posted in Article Post.