Three UBS Advisor Teams in the Philadelphia D.C. Wealth Management Market Recognized by Barron’s
UBS Private Wealth Management announced that three advisor teams in the Philadelphia D.C. market were recognized by Barron’s on multiple industry lists for 2024.
The teams—Wickham Cash Partners, LongBernsteinGunderson Wealth Management, and The Capital ESOP Group—were named to Barron’s Top 250 Private Wealth Management Teams list. Wickham Cash Partners, led by Greg Cash and Mitchell Wickham, also secured spots on Barron’s Top 100 Financial Advisors list.
LongBernsteinGunderson Wealth Management, with offices in Philadelphia, New York City, and Dallas, is led by Brad Bernstein, Louise Gunderson, and Ryan Long. The Capital ESOP Group, based in Washington, D.C., is led by Keith Apton and Nick Francia.
The rankings were based on criteria such as revenue produced, assets under management, quality of practice, and regulatory record.
- UBS teams are recognized by Barron’s, enhancing the firm's reputation.
- Three teams named to the Top 250 Private Wealth Management Teams list for 2024.
- Wickham Cash Partners also listed in Barron’s Top 100 Financial Advisors.
- Recognition based on high revenue, assets under management, quality, and regulatory record.
- None.
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
LongBernsteinGunderson Wealth Management is led by Private Wealth Advisors Brad Bernstein, Louise Gunderson and Ryan Long. The team operates from offices in
The Capital ESOP Group, based in
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
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Media:
Scott Gamm
Strategy Voice Associates
scott@strategyvoiceassociates.com
Source: UBS
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