Twelve UBS advisors in the Philadelphia D.C. Wealth Management Market named to the Barron’s Top 1200 Financial Advisors list

Rhea-AI Summary

UBS announced that twelve advisors from its Philadelphia D.C. wealth management market have been recognized on the 2023 Barron’s Top 1200 Financial Advisors list. Julie Fox, Market Executive at UBS Private Wealth Management, emphasized the dedication of these advisors to delivering high-quality financial advice. Additionally, the Catanella Institutional Consulting Team, based in Philadelphia, was named a NAPA Top Defined Contribution Advisor Team for 2022. The rankings are determined by various metrics, including firm revenue and assets under management. For further details, visit Barron's Top Financial Advisors.

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• Twelve UBS advisors in Philadelphia D.C. have been named to Barron’s Top 1200 Financial Advisors list for 2023, reflecting their high-quality financial advice.
• The Catanella Institutional Consulting Team was recognized as a NAPA Top Defined Contribution Advisor Team for 2022.

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• None.

PHILADELPHIA--(BUSINESS WIRE)-- UBS today announced that twelve advisors in the firm’s Philadelphia D.C. wealth management market have been named to the Barron’s Top 1200 Financial Advisors list for 2023.

“Our advisors work tirelessly to provide clients with the highest quality financial advice and guidance and it is extremely rewarding to see them recognized for their hard work,” said Julie Fox, Market Executive at UBS Private Wealth Management. “We applaud each of these advisors for their ongoing commitment and dedication to serving clients.”

The advisors in the Philadelphia D.C. market named to the list are:

Greg Cash		Charlotte, N.C.
Mitchell Wickham		Charlotte, N.C.
Bradford Bernstein		Philadelphia
Michael Greenly		Philadelphia
Robert Allred		Washington, D.C.
Keith Apton		Washington, D.C.
William Finnerty		Washington, D.C.
Nick Francia		Washington, D.C.
Barry Haffner		Washington, D.C.
Jared Hendler		Washington, D.C.
Gregory Marcus		Washington, D.C.
Rod von Lipsey		Washington, D.C.

UBS also announced today that The Catanella Institutional Consulting Team, based in Philadelphia and led by Ken and Brian Catanella, was named a National Association of Plan Advisors (NAPA) Top Defined Contribution (DC) Advisor Team by Assets Under Advisement for 2022. The 2023 Barron’s Top 1200 Financial Advisors list is compiled based on a variety of criteria including revenue produced for their firm, assets under management, quality of practice, and regulatory record, among other factors.

For the full list and further information, visit: https://www.barrons.com/advisor/report/top-financial-advisors/.

The NAPA Top DC Advisor Team list highlights the nation’s leading retirement plan advisor firms. The list focuses on teams, broadly defined as being in a single physical location, and having at least $100 million in DC assets under advisement. It is based on self-reported assets under advisement as of December 31, 2022, unless otherwise noted.

For the full list and further information, visit: https://www.napa-net.org/top-dc-advisor-teams-2022.

Notes to Editors

About UBS
UBS convenes the global ecosystem for investing, where people and ideas are connected and opportunities brought to life, and provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as to private clients in Switzerland. UBS offers investment solutions, products and impactful thought leadership, is the leading global wealth manager, provides large-scale and diversified asset management, focused investment banking capabilities, and personal and corporate banking services in Switzerland. The firm focuses on businesses that have a strong competitive position in their target 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, 30% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

https://www.ubs.com

© UBS 2023. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings. Past performance is not an indication of future results. 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/20230331005086/en/

Media:

Scott Gamm

Strategy Voice Associates

scott@strategyvoiceassociates.com

Source: UBS

FAQ

What recognition did UBS receive for its advisors in 2023?

UBS announced that twelve of its advisors were named to Barron’s Top 1200 Financial Advisors list for 2023.

Who is Julie Fox and what is her role at UBS?

Julie Fox is the Market Executive at UBS Private Wealth Management, highlighting the achievement of advisors in Philadelphia D.C.

What criteria are used to determine the Barron’s Top Financial Advisors list?

The Barron’s list is based on revenue produced, assets under management, quality of practice, and regulatory record.

What is the NAPA Top DC Advisor Team award?

The NAPA Top DC Advisor Team award recognizes leading retirement plan advisor firms based on assets under advisement.

Where can I find more information about the top financial advisors?

More information is available on the Barron's website at https://www.barrons.com/advisor/report/top-financial-advisors/.