Three UBS Advisor Teams in the Philadelphia D.C. Wealth Management Market Recognized by Barron’s
May 29 2024 - 8:00AM
Business Wire
UBS Private Wealth Management today announced that three advisor
teams in the firm’s Philadelphia D.C. market have recently been
recognized by Barron’s on several industry recognition lists for
2024.
UBS Advisor teams Wickham Cash Partners,
LongBernsteinGunderson Wealth Management, and The Capital
ESOP Group have been named to the Barron’s Top 250 Private
Wealth Management Teams list for 2024.
“It is extremely gratifying to see these advisor teams honored
with this highly regarded industry recognition,” said Julie Fox,
Philadelphia D.C. Market Executive at UBS Private Wealth
Management. “These teams are among the best in the business and are
dedicated to serving each client’s needs. On behalf of myself and
the UBS leadership team, we congratulate each of them for this
achievement.”
Wickham Cash Partners, a Charlotte, N.C.-based Private Wealth
Management team, is led by Private Wealth Advisors Greg Cash and
Mitchell Wickham. Together with their team, they focus on
delivering comprehensive wealth management services to
multigenerational families, corporate executives, and
entrepreneurs. Greg Cash and Mitchell Wickham were also recently
named to the Barron’s Top 100 Financial Advisors list for 2024.
LongBernsteinGunderson Wealth Management is led by Private
Wealth Advisors Brad Bernstein, Louise Gunderson and Ryan Long. The
team operates from offices in Philadelphia, New York City and
Dallas.
The Capital ESOP Group, based in Washington, D.C., is led by
Private Wealth Advisors Keith Apton and Nick Francia. Their team
advises clients on asset allocation and wealth management, with a
particular focus on Employee Stock Ownership Plan transactions and
guiding business owners on tax-efficient exit strategies.
This year’s Top 250 Private Wealth Management Teams and Top 100
Financial Advisors lists from Barron’s are compiled based on a
variety of criteria including revenue produced for their firm,
assets under management, quality of practice, and regulatory
record.
For the full lists and further information, please visit:
https://www.barrons.com/advisor/report/top-financial-advisors/100
https://www.barrons.com/advisor/report/top-financial-advisors/private-wealth
Notes to Editors
About UBS
UBS is a leading and truly global wealth manager and the leading
universal bank in Switzerland. It also provides diversified asset
management solutions and focused investment banking capabilities.
With the acquisition of Credit Suisse, UBS manages 5.5 trillion
dollars of invested assets as per second quarter 2023. UBS helps
clients achieve their financial goals through personalized advice,
solutions and products. Headquartered in Zurich, Switzerland, the
firm is operating in more than 50 countries around the globe. UBS
Group shares are listed on the SIX Swiss Exchange and the New York
Stock Exchange (NYSE).
https://www.ubs.com
© UBS 2024. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS. Past
performance is not an indication of future results. For press
use only.
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