Milwaukee Magazine | Legacy Profiles | The Burish Group at UBS

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The Smart Money

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For over three decades, Andy Burish has led a wealth management powerhouse.

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A good advisor educates people.

O F I L E

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ccording to founder Andy Burish, The Burish Group was started “by accident.” In 1983, only a few months after graduating college, Burish was working as a financial advisor at UBS’ Madison office. In the late ’80s, he was asked to service a retirement plan for a corporate client, but the task was bigger than just one advisor. He needed to educate the client’s employees about 401(k) options, provide workshops and more to keep the retirement plan operating smoothly. The client asked how he could pull it off. “At the time, I had two other people working for me, so I said, ‘Well, I have a group of people. We’re called The Burish Group,” Burish says. And so The Burish Group began as a way to service corporate retirement plans efficiently. But soon it became much more than that. Burish’s success as an individual advisor quickly translated to leading others. In 1991, his team was officially founded as a wealth management group within UBS. It grew fast, and Burish continued to scale the group to take on more clients. “As an advisor, you educate your clients about all the options out there and you build a relationship and they trust you – that’s what I’ve always found most rewarding,” Burish says. “People with complex financial needs really need an advisor to guide them.”

ANDY BURISH

MANAGING DIRECTOR

The Burish Group in 1995 In 2010, The Burish Group hit $1 billion in total assets that it manages, and has now reached over $5 billion. Over the past 20 years, the team has received dozens of accolades, including being named in the Top 10 Wealth Management Teams in the nation by Forbes/SHOOK. For 15 consecutive years, Burish himself was ranked No. 1 advisor in the state by either Forbes or Barron’s. UBS saw the success The Burish Group had in Madison and asked Burish and his team to expand into other markets as well. Over the past 15 years, The Burish Group has opened offices in greater Milwaukee and Chicago – and the team has grown to 50 total. And through all that growth, it has maintained a client retention rate above 95%. Burish has also nurtured his growing staff, providing opportunities for young professionals to develop their skills and advance within the team. And in a male-dominated industry, The Burish Group is about 50% women. “I want our team to be different from all the others out there,” Burish says. “What that means for our clients is that in addition to

the domestic traditional balanced portfolio, we also have an allocation to international and private markets in our investment strategies.” Burish is now eyeing the transition of the team to his business partner, Jason Maas, in five years. Over the years ahead, he envisions the team opening new offices around the region and nation. “I’m confident in this team,” Burish says. “We’re going to continue growing and helping our clients to make good investment decisions and improve their financial lives.” ◆

The Burish Group at UBS 17335 Golf Parkway, Suite 525, Brookfield 262-794-0872 advisors.ubs.com/burishgroup

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