Three UBS Advisor Teams Named to the Forbes America’s Top Wealth Management Teams List

Rhea-AI Summary

UBS (UBS) announces that 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 list for 2023. These teams, part of UBS's Philadelphia D.C. Wealth Management Market, are recognized for their commitment to providing best-in-class, holistic wealth management guidance to ultra-high net worth and high net worth clients. The ranking features 100 teams managing over $1 trillion in assets.

PHILADELPHIA--(BUSINESS WIRE)-- UBS today announced that 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 list for 2023.

Wickham Cash Partners is based in Charlotte, N.C., LongBernsteinGunderson Wealth Management maintains offices in Philadelphia, New York City and Dallas, and The Capital ESOP Group is based in Washington, D.C. All three teams are part of the firm’s Philadelphia D.C. Wealth Management Market, which is managed by Market Executive Julie Fox.

“These talented and hardworking advisors have a deep commitment to providing best-in-class, holistic wealth management guidance, and I’m proud to see them recognized on a national level for their consistent success and dedication to clients,” said Fox. “This prestigious industry acknowledgement speaks to the team’s unique abilities to advise ultra-high net worth and high net worth clients on a wide range of financial and investment matters.”

Wickham Cash Partners is led by Private Wealth Advisors Greg Cash and Mitchell Wickham. With their team, which includes Private Wealth Advisors Trevor Hoke, Ron Bryson and North Moore, they focus on delivering comprehensive wealth management services to multigenerational families, corporate executives, and entrepreneurs. Wickham Cash Partners’ legacy spans over 225 years of collective industry experience.

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 business owners on tax-efficient exit strategies.

The second annual 2023 Forbes/Shook Top Wealth Management Teams Private Wealth list features 100 teams collectively managing over $1 trillion in assets. The ranking, developed by SHOOK Research, is based on an algorithm of 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/top-wealth-management-teams-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).

© UBS 2023. 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/20231129035110/en/

Media:

Scott Gamm

Strategy Voice Associates

scott@strategyvoiceassociates.com



https://www.ubs.com

Source: UBS

FAQ

Who has been named to the Forbes America’s Top Wealth Management Teams list for 2023?

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

What is the total amount of assets collectively managed by the teams on the Forbes list?

Over $1 trillion.

What are the criteria for the Forbes America’s Top Wealth Management Teams list ranking?

The ranking is based on an algorithm of qualitative and quantitative criteria including phone and in-person interviews, compliance records, and revenue generated for their firms.

Where can I find the full list and further information about the Forbes America’s Top Wealth Management Teams list for 2023?

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