21 UBS Advisor Teams in the Philadelphia D.C. Wealth Management Market Named to the 2024 Forbes Best-in-State Wealth Management Teams List

Rhea-AI Summary

UBS announces 21 advisor teams in Philadelphia D.C. Wealth Management Market named to 2024 Forbes Best-in-State Wealth Management Teams list, managing $5.1 trillion assets. The list includes well-known teams like Wickham Cash Partners, CenturyPlus Wealth Management Group, and more.

PHILADELPHIA--(BUSINESS WIRE)-- UBS today announced that 21 advisor teams in the firm’s Philadelphia D.C. Wealth Management Market have been named to the 2024 Forbes Best-in-State Wealth Management Teams list.

“It is truly gratifying to see so many of our talented advisors receive national recognition for their hard work and dedication to clients,” said Julie Fox, Philadelphia D.C. Market Executive at UBS Private Wealth Management. “On behalf of myself and the UBS leadership team, we congratulate each of these advisors for this prestigious industry achievement and applaud their professional accomplishments.”

The advisor teams named to the list are:

Wickham Cash Partners (Charlotte, N.C.): Mitchell Wickham, Greg Cash, Trevor Hoke, Ron Bryson and North Moore

CenturyPlus Wealth Management Group (Philadelphia): Thomas Janke, Matthew Boynton, Robert Hutchinson Jr., David Marshall and Amanda Bagnoli

Cohen Leib Robinson Spilove Investment Group (Philadelphia): Lewis Cohen, Ryan Leib, Robert Leib, Jonathon Leib and Jane Robinson

LongBernsteinGunderson (New York City, Dallas and Philadelphia): Ryan Long, Brad Bernstein, Louise Gunderson and Nina Gunderson

The Garvey-Clark Wealth Management Group (Conshohocken, PA): John Garvey, Matthew Clark and Brady Hooper, Jr.

J-Squared Wealth Management Group (Conshohocken, PA): John C. Williams Jr. and John Weilnau

Nastasi-Cannon Wealth Management Group (Conshohocken, PA): James Nastasi and Carrie Cannon

Newtown Wealth Management (Newtown, PA): Kevin Young and Karen Robbins

Envision Capitol Wealth Management (Washington, D.C.): Todd Nichols, Robert Wright, Patricia Van Kirk, Kevin Bruening and Megan Kondos

Haffner Wealth Management Group (Washington, D.C.): Barry Haffner and Alex Haffner

K Street Partners (Washington, D.C.): Patrick M. Adams, Kristina N. Bakis, Alexis George and Jorge Balboa

Liberty Capitol Group (Washington, D.C.): Sandra Cunningham, Holidae Hayes, Leland Bishop, Leif Springer and Brock Van Selow

The Capital ESOP Group (Washington, D.C.): Keith Apton and Nick Francia

Washington Wealth Management (Washington, D.C.): David Andreadis, Vic Seested III., Karen Ben-Shlaush and Richard Haskin

Boundary Rock Wealth Management (Bethesda, MD): Jamie Ingoe, Donald Chomas, Russell Rifkin, David Bowie and Jeffrey Schweighoffer

The Atlantic Capital Group (Bethesda, MD): Charles H. Cooper, Mary T. Stiles-Hendler and Mitchell R. Cooper

The Boyle Anderson Group (Bethesda, MD): Skip Anderson, Elaine Flanigan, Ron Chesney, Chick Anderson and Charlie Anderson

The Hando Adams Group (Bethesda, MD): Timothy J. Hando and Jason S. Adams

The Hutson Polcaro Group (Bethesda, MD): James Polcaro II., Michael Brick and Christopher Casey

Prism Wealth Management (Hunt Valley, MD): David Stack, Mitchell Brown and Sean McElroy

Potomac Wealth Group (McLean, VA): Powell Hill and Arthur Chase

The second annual 2024 Forbes Best-in-State Wealth Management Teams list is comprised of over 4,100 teams that collectively manage $5.1 trillion of assets. The ranking algorithm is based on qualitative and quantitative criteria including phone and in-person interviews, compliance records and revenue generated for their firms.

For the full list and further information, visit: https://www.forbes.com/lists/wealth-management-teams-best-in-state/

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. Although neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings, UBS may hire RJ Shook to be a speaker for events. Past performance is not an indication of future results. For press use only.

View source version on businesswire.com: https://www.businesswire.com/news/home/20240213488170/en/

Media Contact:

Scott Gamm

Strategy Voice Associates

scott@strategyvoiceassociates.com

https://www.ubs.com

Source: UBS Financial Services Inc.

FAQ

How many advisor teams from UBS in Philadelphia D.C. Wealth Management Market made it to the 2024 Forbes Best-in-State Wealth Management Teams list?

21 advisor teams from UBS in Philadelphia D.C. Wealth Management Market have been named to the 2024 Forbes Best-in-State Wealth Management Teams list.

What is the total asset value managed by the advisor teams mentioned in the PR?

The advisor teams collectively manage $5.1 trillion of assets.

Which UBS advisor team from Charlotte, N.C. was named on the list?

Wickham Cash Partners from Charlotte, N.C. was named on the list.

Where can one find the full list of 2024 Forbes Best-in-State Wealth Management Teams?

For the full list and further information, visit: https://www.forbes.com/lists/wealth-management-teams-best-in-state/