Three UBS advisor teams named to the Forbes America’s Top Wealth Management Teams Private Wealth list
UBS announced that three financial advisor teams - Wickham Cash Partners, LongBernsteinGunderson Wealth Management, and The Capital ESOP Group - have been named to the Forbes America's Top Wealth Management Teams Private Wealth list for 2024. These teams, part of UBS's Philadelphia D.C. Wealth Management Market, collectively serve ultra-high net worth and high net worth clients.
Wickham Cash Partners, based in Charlotte, brings over 225 years of collective industry experience. LongBernsteinGunderson maintains offices in Philadelphia, New York City, and Dallas, while The Capital ESOP Group operates from Washington, D.C., specializing in Employee Stock Ownership Plan transactions. The Forbes ranking includes 100 teams managing over $490 billion in assets, based on qualitative and quantitative criteria including interviews, compliance records, and revenue generation.
UBS ha annunciato che tre team di consulenti finanziari - Wickham Cash Partners, LongBernsteinGunderson Wealth Management e The Capital ESOP Group - sono stati inclusi nella lista Forbes America's Top Wealth Management Teams Private Wealth per il 2024. Questi team, parte del mercato di Wealth Management di UBS a Philadelphia D.C., servono collettivamente clienti ultra-ricchi e ad alto reddito.
Wickham Cash Partners, con sede a Charlotte, vanta oltre 225 anni di esperienza complessiva nel settore. LongBernsteinGunderson ha uffici a Philadelphia, New York e Dallas, mentre The Capital ESOP Group opera da Washington, D.C., specializzandosi nelle transazioni di Employee Stock Ownership Plan. La classifica di Forbes include 100 team che gestiscono oltre 490 miliardi di dollari in attivi, basandosi su criteri qualitativi e quantitativi, inclusi interviste, registri di conformità e generazione di ricavi.
UBS anunció que tres equipos de asesores financieros - Wickham Cash Partners, LongBernsteinGunderson Wealth Management y The Capital ESOP Group - han sido incluidos en la lista Forbes America's Top Wealth Management Teams Private Wealth para 2024. Estos equipos, parte del mercado de Wealth Management de UBS en Philadelphia D.C., atienden conjuntamente a clientes ultra-ricos y de alto patrimonio.
Wickham Cash Partners, con sede en Charlotte, aporta más de 225 años de experiencia colectiva en la industria. LongBernsteinGunderson tiene oficinas en Philadelphia, Nueva York y Dallas, mientras que The Capital ESOP Group opera desde Washington, D.C., especializándose en transacciones de Employee Stock Ownership Plan. La clasificación de Forbes incluye 100 equipos que administran más de 490 mil millones de dólares en activos, basándose en criterios cualitativos y cuantitativos, incluidas entrevistas, registros de cumplimiento y generación de ingresos.
UBS는 세 개의 재정 고문 팀 - Wickham Cash Partners, LongBernsteinGunderson Wealth Management, The Capital ESOP Group - 이 2024년 포브스 아메리카의 최고의 자산 관리 팀 Private Wealth 목록에 이름을 올렸다고 발표했습니다. 이 팀들은 UBS의 필라델피아 D.C. 자산 관리 시장의 일원으로서 자산이 매우 풍부한 고객과 고소득 고객을 공동으로 제공합니다.
샬럿에 본사를 둔 Wickham Cash Partners는 225년 이상의 집단 산업 경험을 보유하고 있습니다. LongBernsteinGunderson은 필라델피아, 뉴욕, 댈러스에 사무소를 두고 있으며, The Capital ESOP Group은 워싱턴 D.C.에서 운영되며 직원 주식 소유 계획 거래에 전문화되어 있습니다. 포브스 순위에는 4900억 달러 이상의 자산을 관리하는 100개 팀이 포함되며, 이는 인터뷰, 준수 기록 및 수익 생성과 같은 정성적 및 정량적 기준을 기반으로 합니다.
UBS a annoncé que trois équipes de conseillers financiers - Wickham Cash Partners, LongBernsteinGunderson Wealth Management et The Capital ESOP Group - figurent dans la liste des meilleures équipes de gestion de patrimoine privé en Amérique de Forbes pour 2024. Ces équipes, faisant partie du marché de la gestion de patrimoine de UBS à Philadelphia D.C., servent collectivement des clients fortunés et ultra-fortunés.
Wickham Cash Partners, basé à Charlotte, possède plus de 225 ans d'expérience collective dans l'industrie. LongBernsteinGunderson a des bureaux à Philadelphia, New York et Dallas, tandis que The Capital ESOP Group opère depuis Washington, D.C., et se spécialise dans les transactions de plan de partage d'actions pour les employés. Le classement de Forbes comprend 100 équipes gérant plus de 490 milliards de dollars d'actifs, basés sur des critères qualitatifs et quantitatifs, y compris des entretiens, des dossiers de conformité et la génération de revenus.
UBS gab bekannt, dass drei Finanzberater-Teams - Wickham Cash Partners, LongBernsteinGunderson Wealth Management und The Capital ESOP Group - in die Forbes-Liste der besten Private Wealth Management-Teams in Amerika für 2024 aufgenommen wurden. Diese Teams, die Teil des Wealth Management-Marktes von UBS in Philadelphia D.C. sind, betreuen gemeinsam ultra-hochvermögende und hochvermögende Kunden.
Wickham Cash Partners, mit Sitz in Charlotte, bringt über 225 Jahre kombiniertes Branchenerlebnis mit. LongBernsteinGunderson hat Büros in Philadelphia, New York City und Dallas, während The Capital ESOP Group aus Washington, D.C. tätig ist und sich auf Transaktionen zum Arbeitnehmer-Aktienbesitzplan spezialisiert hat. Das Forbes-Ranking umfasst 100 Teams, die über 490 Milliarden Dollar an Vermögenswerten verwalten, basierend auf qualitativen und quantitativen Kriterien, einschließlich Interviews, Compliance-Aufzeichnungen und Einnahmengenerierung.
- Three UBS advisor teams recognized in prestigious Forbes ranking
- Teams collectively manage significant ultra-high net worth client portfolios
- Wickham Cash Partners brings 225+ years of combined industry experience
- Geographic diversification with presence in multiple major U.S. cities
- None.
Wickham Cash Partners is based in
“It is extremely gratifying to see these talented advisors once again named to this prestigious list and we congratulate each of them for this achievement,” said Julie Fox, Philadelphia D.C. Market Executive at UBS Private Wealth Management. “This industry recognition is a testament to the team’s strengths, capabilities and ability to successfully guide ultra-high net worth and high net worth clients.”
Wickham Cash Partners is founded by Private Wealth Advisors Greg Cash and Mitchell Wickham. With their team, which includes Private Wealth Advisors Trevor Hoke, Ron Bryson and
LongBernsteinGunderson Wealth Management is led by Private Wealth Advisors Ryan Long, Brad Bernstein, Louise Gunderson, and includes Financial Advisor Nina Gunderson. The team provides personalized financial advice and wealth management services to ultra-high net worth and high net worth individuals, families and business owners.
The Capital ESOP Group 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 businessowners on tax-efficient exit strategies.
The third annual 2024 Forbes/SHOOK Top Wealth Management Teams Private Wealth list features 100 teams collectively managing over
For the full list and further information, visit: https://www.forbes.com/lists/top-wealth-management-teams-high-net-worth/
Notes to Editors
About UBS
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Scott Gamm
Strategy Voice Associates
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Source: UBS
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