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Three UBS Advisor Teams in the Philadelphia D.C. Wealth Management Market Recognized by Barron’s

By: via 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:

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).

© 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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