UBS Hires Financial Advisor Team in Bethesda, Maryland
UBS has announced the addition of a five-person team, Wingman Capitol Group, to its Bethesda, MD office. The team, led by Financial Advisors Andy Murphy, Gene Suk, and Terence Hardy, manages $650 million in client assets. They join UBS's Philadelphia D.C. Wealth Management Market, led by Market Executive Julie Fox, and will report to Market Director Jake Shine.
The team brings extensive experience in serving high and ultra-high net worth clients. Andy Murphy has 20 years of industry experience and a background in the U.S. Navy. Gene Suk, with nearly 30 years at Morgan Stanley, holds an MBA and the CIMA® designation. Terence Hardy, a Certified Financial Planner (CFP®), has a decade of experience at Morgan Stanley. The team also includes Casey Coffman and Ryan Vogel in supporting roles.
UBS ha annunciato l'aggiunta di un team di cinque persone, Wingman Capitol Group, al suo ufficio di Bethesda, MD. Il team, guidato dai consulenti finanziari Andy Murphy, Gene Suk e Terence Hardy, gestisce 650 milioni di dollari in asset dei clienti. Si uniscono al mercato Wealth Management di Philadelphia D.C. di UBS, guidato dall'esecutivo di mercato Julie Fox, e riporteranno al direttore di mercato Jake Shine.
Il team porta con sé una vasta esperienza nel servire clienti ad alto e ultra-alto patrimonio. Andy Murphy ha 20 anni di esperienza nel settore e un passato nella Marina degli Stati Uniti. Gene Suk, con quasi 30 anni alla Morgan Stanley, possiede un MBA e la designazione CIMA®. Terence Hardy, un pianificatore finanziario certificato (CFP®), ha un decennio di esperienza alla Morgan Stanley. Il team include anche Casey Coffman e Ryan Vogel in ruoli di supporto.
UBS ha anunciado la incorporación de un equipo de cinco personas, Wingman Capitol Group, a su oficina de Bethesda, MD. El equipo, dirigido por los asesores financieros Andy Murphy, Gene Suk y Terence Hardy, gestiona 650 millones de dólares en activos de clientes. Se unen al mercado de gestión de patrimonio de Philadelphia D.C. de UBS, liderado por la ejecutiva de mercado Julie Fox, y reportarán al director de mercado Jake Shine.
El equipo aporta una amplia experiencia en el servicio a clientes de alto y ultra-alto patrimonio. Andy Murphy cuenta con 20 años de experiencia en la industria y un pasado en la Marina de los EE.UU. Gene Suk, con casi 30 años en Morgan Stanley, tiene un MBA y la designación CIMA®. Terence Hardy, un planificador financiero certificado (CFP®), tiene una década de experiencia en Morgan Stanley. El equipo también incluye a Casey Coffman y Ryan Vogel en roles de apoyo.
UBS는 Wingman Capitol Group라는 다섯 명의 팀을 메릴랜드주 베서다 사무소에 추가한다고 발표했습니다. 이 팀은 재무 상담가 Andy Murphy, Gene Suk, Terence Hardy가 이끌며 고객 자산 6억 5천만 달러를 관리합니다. 그들은 시장 임원 Julie Fox가 이끄는 UBS의 필라델피아 D.C. 부유 자산 관리 시장에 합류하며, 시장 이사 Jake Shine에게 보고합니다.
이 팀은 고액 및 초고액 자산 고객을 위한 서비스에서 광범위한 경험을 제공합니다. Andy Murphy는 20년의 업계 경험과 미국 해군 배경을 가지고 있습니다. Gene Suk은 Morgan Stanley에서 거의 30년을 근무하며 MBA와 CIMA® 자격증을 보유하고 있습니다. Terence Hardy는 공인 재무 계획가(CFP®)로 Morgan Stanley에서 10년의 경험이 있습니다. 팀에는 지원 역할을 하는 Casey Coffman과 Ryan Vogel도 포함됩니다.
UBS a annoncé l'ajout d'une équipe de cinq personnes, Wingman Capitol Group, à son bureau de Bethesda, MD. L'équipe, dirigée par les conseillers financiers Andy Murphy, Gene Suk et Terence Hardy, gère 650 millions de dollars d'actifs clients. Ils rejoignent le marché de la gestion de patrimoine de Philadelphia D.C. de UBS, dirigé par l'exécutif de marché Julie Fox, et feront rapport au directeur de marché Jake Shine.
L'équipe apporte une vaste expérience au service de clients fortunés et ultra-fortunés. Andy Murphy a 20 ans d'expérience dans le secteur et un parcours dans la Marine américaine. Gene Suk, avec près de 30 ans chez Morgan Stanley, détient un MBA et la désignation CIMA®. Terence Hardy, planificateur financier certifié (CFP®), a dix ans d'expérience chez Morgan Stanley. L'équipe comprend également Casey Coffman et Ryan Vogel dans des rôles de soutien.
UBS hat die Hinzufügung eines fünfköpfigen Teams, Wingman Capitol Group, zu seinem Büro in Bethesda, MD, angekündigt. Das Team, geleitet von den Finanzberatern Andy Murphy, Gene Suk und Terence Hardy, verwaltet 650 Millionen Dollar an Kundenvermögen. Sie treten dem Wealth Management Markt Philadelphia D.C. von UBS bei, der von Market Executive Julie Fox geleitet wird, und werden an Market Director Jake Shine berichten.
Das Team bringt umfassende Erfahrung in der Betreuung von vermögenden und ultra-vermögenden Kunden mit. Andy Murphy hat 20 Jahre Branchenerfahrung und einen Hintergrund in der US Navy. Gene Suk hat fast 30 Jahre bei Morgan Stanley gearbeitet und besitzt einen MBA sowie die CIMA®-Auszeichnung. Terence Hardy, ein zertifizierter Finanzplaner (CFP®), hat ein Jahrzehnt Erfahrung bei Morgan Stanley. Das Team umfasst auch Casey Coffman und Ryan Vogel in unterstützenden Rollen.
- Addition of a team managing $650 million in client assets
- Experienced advisors with expertise in high and ultra-high net worth clients
- Expansion of UBS's presence in the Bethesda, MD market
- None.
Andy, Gene, Terence and their team join the UBS Philadelphia D.C. Wealth Management Market, led by Market Executive Julie Fox, and will report to Market Director Jake Shine.
“Andy, Gene and Terence have decades of experience in the industry serving high and ultra-high net worth clients and we are proud to welcome them to UBS,” said Julie Fox, Philadelphia D.C. Market Executive at UBS Private Wealth Management. “Leveraging our world-class wealth management platform and extensive suite of capabilities at UBS, I am confident that the team will continue to excel and provide their clients with the highest quality of financial services.”
“The Wingman Capitol Group has a phenomenal reputation in the local community. We are excited that they are joining the firm, and we look forward to supporting their continued growth in the years ahead,” said Jake Shine, Philadelphia D. C. Market Director at UBS Private Wealth Management.
Andy brings two decades of industry experience and a focus on financial planning and lending to UBS. He joins from Morgan Stanley, and previously served as a member of the United States Navy as a Flight Officer for nearly a decade. Andy graduated from The Pennsylvania State University.
Gene focuses on advising clients on financial planning and investment matters. Prior to joining UBS, he spent nearly three decades at Morgan Stanley. Gene holds an MBA from George Washington University and a Bachelor of Science from American University. He also holds the Certified Investment Management Analyst (CIMA®) designation.
Terence works with clients on all facets of financial planning including investments, retirement, and equity compensation matters. He is a Certified Financial Planner (CFP®). Before joining UBS, Terence spent a decade at Morgan Stanley and previously held roles at an international environmental consulting firm and a DC law firm. He holds a Bachelor’s of Science degree from
The Wingman Capitol Group also includes Casey Coffman, Senior Wealth Strategy Associate and Ryan Vogel, Client Service Associate.
Notes to Editors
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Scott Gamm
Strategy Voice Associates
scott@strategyvoiceassociates.com
Source: UBS
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