$750 Million Advisor Team Joins UBS Private Wealth Management in Kenwood, Ohio

Rhea-AI Summary

UBS Private Wealth Management announced the addition of the "Executive Wealth Partners" team in Kenwood, Ohio, led by Financial Advisors Casey Marsh and Austin Poston. This team is responsible for managing over $750 million in client assets and specializes in serving corporate executives and ultra-high net worth families. The team includes Michelle Thomas as Team Administrator and Ashley Monk as Client Service Associate, enhancing UBS's capabilities in addressing complex wealth management needs.

Positive

• Addition of a high-performing team managing over $750 million in client assets.
• Experienced professionals in Executive Wealth Partners boost UBS's service offerings.
• Specialization in complex investment and wealth planning needs for high-net-worth clients.

Negative

• None.

UBS Private Wealth Management today announced that a four-person team, “Executive Wealth Partners” joined the firm in Kenwood, Ohio. The team, led by Financial Advisors Casey Marsh and Austin Poston, is responsible for managing over $750 million in client assets and holds extensive experience in servicing corporate executives and their families.

Left to right: Casey Marsh, Susan Farlow, Ashley Monk, Michelle Thomas, Rick Corman and Austin Poston (Photo: Business Wire)

The four-person team includes Team Administrator Michelle Thomas and Client Service Associate Ashley Monk. They are partnering with an existing UBS Senior Vice-President Richard Corman, and Wealth Strategy Associate Susan Farlow, and will report to Jon Ramey and Michael Gatewood.

“The dynamic and diverse makeup of the team will help our branch continue to advise executives, business owners and ultra-high net worth families who possess complex and sophisticated investment and wealth planning needs,” said Jon Ramey, Ohio Indy Market Head, UBS Wealth Management USA.

“On behalf of UBS, we are excited to welcome Executive Wealth Partners to the firm,” said Michael Gatewood, Chicago Market Head, UBS Private Wealth Management. “Together, they represent a high-quality team who strives to deliver services tailored to the unique needs of each client.”

Casey Marsh joins as Senior Vice President and Private Wealth Advisor, after serving as a Certified Financial Planner (CFP®) within Private Wealth Management at Merrill Lynch. Casey has spent the majority of his 22-year career serving the needs of senior corporate executives, private business owners, legal and medical professionals and affluent families throughout the United States. Casey creates customized strategies designed to help manage risk, address personal goals and preserve wealth for future generations. Casey holds a bachelor’s degree from Denison University. He currently serves on the board of directors for the Urban League of Greater Southwestern Ohio and Denison University’s advisory board to the president.

Austin Poston joins as a Financial Advisor, previously working for Merrill Lynch, where he began his career in 2017. He is a Chartered Retirement Planning Counselor (CRPC®) who holds FINRA Series 7 and Series 66 registrations along with insurance licensing. Austin's goal is to understand the unique needs of each client and what clients need and deliver on their service expectations, no matter how complex the task. Austin holds a bachelor’s degree from Miami University in Ohio. He currently volunteers with the Cincinnati Youth Collaborative and the Talbert House on the Fatherhood Committee.

Michelle Thomas joins as a Team Administrator, previously working in Wealth Management for Merrill Lynch since 1993. Michelle is responsible for coordinating solutions to address each Private Wealth clients’ unique administrative and operational needs, including private banking services, trading, tax loss harvesting, gifting, securities-based lending, trust and estate administration and employee stock option administration. Michelle has been recognized by clients and teammates for integrity, leadership and dedication to client service through proactive and effective communication. Michelle holds a bachelor’s degree from California State University, East Bay.

Ashley Monk joins as a Senior Registered Client Strategy Associate, previously working for Merrill Lynch and holds nearly two decades of experience. She serves as the Executive Wealth Partners’ Private Wealth Management specialist. Ashley focuses on the client-streamlining areas including onboarding, digital engagement, deposit and liquidity solutions. Ashley works hard each day to deepen client relationships through excellent service and proactive guidance. She also helps address the customized banking needs of ultra-high net worth clients. Ashley holds a bachelor’s degree from the University of Cincinnati.

Notes to Editors

About UBS Global Wealth Management

As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.

About UBS

UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS's strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.

UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 31% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 20% in Asia Pacific. UBS Group AG employs over 68,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

© UBS 2021. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.

View source version on businesswire.com: https://www.businesswire.com/news/home/20210316005704/en/

FAQ

What assets are managed by UBS's Executive Wealth Partners team?

The Executive Wealth Partners team manages over $750 million in client assets.

Who leads the newly formed Executive Wealth Partners team at UBS?

The Executive Wealth Partners team is led by Financial Advisors Casey Marsh and Austin Poston.

Where is the Executive Wealth Partners team located?

The Executive Wealth Partners team is located in Kenwood, Ohio.

What is the expertise of the Executive Wealth Partners team at UBS?

The team specializes in serving corporate executives and ultra-high net worth families, managing complex wealth planning needs.

Which firms did the Executive Wealth Partners team members join UBS from?

The team members previously worked for Merrill Lynch.