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

Rhea-AI Summary

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.

Positive

• 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.

Negative

• None.

PHILADELPHIA--(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:
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 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).

https://www.ubs.com

© 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.

View source version on businesswire.com: https://www.businesswire.com/news/home/20240529236708/en/

Media:

Scott Gamm

Strategy Voice Associates

scott@strategyvoiceassociates.com

Source: UBS

FAQ

Which UBS advisor teams were recognized by Barron’s in 2024?

Wickham Cash Partners, LongBernsteinGunderson Wealth Management, and The Capital ESOP Group were recognized.

What lists did the UBS advisor teams appear on?

The teams were named to Barron’s Top 250 Private Wealth Management Teams list for 2024.

Who leads Wickham Cash Partners, the recognized UBS team?

Greg Cash and Mitchell Wickham lead Wickham Cash Partners.

What criteria were used for Barron’s recognition of UBS advisor teams?

The recognition was based on revenue produced, assets under management, quality of practice, and regulatory record.

Where are LongBernsteinGunderson Wealth Management offices located?

The offices are located in Philadelphia, New York City, and Dallas.