14 UBS Advisors in the Mid-Atlantic Market Named to the Barron’s Top 1200 Financial Advisors List
UBS announced that 14 financial advisors from its Mid-Atlantic Wealth Management Market have been recognized on Barron's Top 1200 Financial Advisors list for 2025. The honored advisors are distributed across multiple locations including Mount Laurel, Philadelphia, Princeton, and Washington D.C.
The Mid-Atlantic market, led by Market Executive Brendan Graham under Regional Director Julie Fox's Southeast Region, saw advisors like Mark Fendrick, Christine McGinley, Brad Bernstein, and several others receive this prestigious recognition. The selection for Barron's list is based on multiple criteria including revenue production, assets under management, practice quality, and regulatory record.
UBS ha annunciato che 14 consulenti finanziari del suo Mercato di Wealth Management del Mid-Atlantic sono stati riconosciuti nella lista dei Top 1200 Consulenti Finanziari di Barron per il 2025. I consulenti onorati sono distribuiti in diverse località, tra cui Mount Laurel, Filadelfia, Princeton e Washington D.C.
Il mercato del Mid-Atlantic, guidato dal Market Executive Brendan Graham sotto la direzione regionale di Julie Fox per la regione sud-est, ha visto consulenti come Mark Fendrick, Christine McGinley, Brad Bernstein e molti altri ricevere questo prestigioso riconoscimento. La selezione per la lista di Barron si basa su diversi criteri, tra cui produzione di entrate, attivi gestiti, qualità della pratica e record normativo.
UBS anunció que 14 asesores financieros de su Mercado de Gestión de Patrimonios del Mid-Atlantic han sido reconocidos en la lista de los 1200 Mejores Asesores Financieros de Barron para 2025. Los asesores honrados están distribuidos en múltiples ubicaciones, incluyendo Mount Laurel, Filadelfia, Princeton y Washington D.C.
El mercado del Mid-Atlantic, liderado por el Ejecutivo de Mercado Brendan Graham bajo la dirección regional de Julie Fox en la región sureste, vio a asesores como Mark Fendrick, Christine McGinley, Brad Bernstein y varios otros recibir este prestigioso reconocimiento. La selección para la lista de Barron se basa en múltiples criterios, incluyendo la producción de ingresos, activos bajo gestión, calidad de la práctica y antecedentes regulatorios.
UBS는 미드 애틀란틱 자산 관리 시장의 14명의 재정 상담사가 2025년 바론스 선정 1200대 재정 상담사 목록에 이름을 올렸다고 발표했습니다. 수상한 상담사는 마운트 로렐, 필라델피아, 프린스턴, 워싱턴 D.C. 등 여러 장소에 분포되어 있습니다.
미드 애틀란틱 시장은 지역 이사 줄리 폭스의 동남부 지역 아래에서 시장 책임자인 브렌던 그레이엄이 이끌며, 마크 펜드릭, 크리스틴 맥긴리, 브래드 번스타인 등 여러 상담사가 이 권위 있는 인정을 받았습니다. 바론스 목록에 대한 선택은 수익 생산, 관리 자산, 실천 품질 및 규제 기록을 포함한 여러 기준에 기반합니다.
UBS a annoncé que 14 conseillers financiers de son marché de gestion de patrimoine du Mid-Atlantic ont été reconnus dans la liste des 1200 meilleurs conseillers financiers de Barron pour 2025. Les conseillers honorés sont répartis sur plusieurs sites, y compris Mount Laurel, Philadelphie, Princeton et Washington D.C.
Le marché du Mid-Atlantic, dirigé par le directeur de marché Brendan Graham sous la direction régionale de Julie Fox pour la région sud-est, a vu des conseillers comme Mark Fendrick, Christine McGinley, Brad Bernstein et plusieurs autres recevoir cette prestigieuse reconnaissance. La sélection pour la liste de Barron est basée sur plusieurs critères, notamment la production de revenus, les actifs sous gestion, la qualité de la pratique et le dossier réglementaire.
UBS hat bekannt gegeben, dass 14 Finanzberater aus ihrem Wealth Management Markt im Mid-Atlantic in der Liste der Top 1200 Finanzberater von Barron für 2025 anerkannt wurden. Die geehrten Berater sind an mehreren Standorten verteilt, darunter Mount Laurel, Philadelphia, Princeton und Washington D.C.
Der Mid-Atlantic Markt, geleitet von Marktleiter Brendan Graham unter der regionalen Direktorin Julie Fox für die Südostregion, sah Berater wie Mark Fendrick, Christine McGinley, Brad Bernstein und mehrere andere, die diese prestigeträchtige Auszeichnung erhielten. Die Auswahl für die Barron-Liste basiert auf mehreren Kriterien, darunter Umsatzproduktion, verwaltete Vermögenswerte, Qualitätsstandard der Praxis und regulatorische Aufzeichnungen.
- Recognition of 14 advisors in prestigious Barron's list demonstrates strong wealth management capabilities
- Broad geographic presence across major Mid-Atlantic financial centers
- None.
The Mid-Atlantic Wealth Management Market is led by Market Executive Brendan Graham and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox.
“It is very gratifying to see so many of our advisors in our region named to this list. On behalf of myself and the UBS leadership team, I want to congratulate each of them for this notable industry acknowledgement,” said Brendan Graham, Mid-Atlantic Market Executive at UBS.
The advisors named to the list are:
Mark Fendrick
Christine McGinley
Brad Bernstein
Michael Greenly
L. Marc Shegoski
Robert Allred
Keith Apton
Nick Francia
Barry Haffner
Grantham Myers
William Finnerty
Jared Hendler
Gregory Marcus
Rod von Lipsey
The 2025 Barron’s Top 1200 Financial Advisors list is compiled based on a variety of criteria including revenue produced for their firm, assets under management, quality of practice, and regulatory record, among other factors.
For the full list and further information, visit: https://www.barrons.com/advisor/report/top-financial-advisors/1000
Notes to Editors
About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in
© UBS 2025. 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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Media:
Scott Gamm
Strategy Voice Associates
scott@strategyvoiceassociates.com
Source: UBS Financial Services Inc.
FAQ
How many UBS advisors from the Mid-Atlantic region made Barron's Top 1200 list in 2025?
What criteria were used to select UBS advisors for Barron's Top 1200 list?
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Who leads UBS's Mid-Atlantic Wealth Management Market?
