CBA Alum’s Investment Advisory Firm Receives National Recognition

United American Capital Corporation (UACC), an investment advising group run by CBA alumnus Dennis Yacobozzi that manages public funds, was recently ranked 76 on CNBC’s Top 100 Fee-Only Wealth Management Firms 2015 List.

CNBC’s Digital editorial team selected UACC based on criteria developed with help from Meridian- IQ, as firms cannot apply to be on the list. Some of the criteria used in the evaluation process included assets under management, staff with professional designations, average account size, growth of assets, years in business and number of advisory clients. UACC has more than $4 billion in assets under discretionary management with an average account size of approximately $73 million, making it one of the largest firms in Ohio to exclusively manage the investments of public entities.

“We are extremely honored to be included on the CNBC list,” Dennis Yacobozzi, founder and president of UACC said. “After 25 years in business, UACC continues to grow and provide comprehensive investment management services to its clients. This ranking is a testament to our continued dedication and hard work, as well as continued support and trust from our clients.”