CHARLOTTE, N.C.--(BUSINESS WIRE)--UBS Private Wealth Management is proud to announce that Wickham Cash Partners have joined the firm in Charlotte, NC.
The 17 member team joins the Private Wealth Management division. They will report to Julie Fox and Brendan Graham and will be based in UBS's wealth management Charlotte office run by Ron Fleischman, at 6100 Fairview Road. The group brings an array of expertise across the wealth management industry and 225 years of collective experience to the firm.
“As one of Charlotte’s leading private wealth teams, Wickham Cash Partners will be a strong addition to our private wealth management business, as we continue to expand our local presence in Charlotte and the Carolinas,” said John Mathews, Head of UHNW Americas and Private Wealth Management at UBS.
Team members joining the firm include:
R. Mitchell Wickham |
Gregory M. Cash |
Ronald E. Bryson |
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Ray M. Evans III |
John North Moore |
Trevor B. Hoke |
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Cameron M. Elliott |
Emily M. Dannenhoffer |
Matthew G. Mclaughlin |
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Holly M. Giacobone |
Jessica I. Schumacher |
Laura W. Killette |
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Erin J. Benedetto |
Lincoln T. Steelman |
Brianna Stanley |
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Shareese Weldon |
Jonathan Brick |
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Since the team's inception, Wickham Cash Partners have been recognized for exceptional performance and client service, with the team receiving a variety of industry awards and accolades, including the Barron’s Top 100, Barron’s Top 50 Private Wealth Teams, Forbes Best-in-State Wealth Advisors and The Financial Times Top 400.
“On behalf of UBS, we are excited to welcome Wickham Cash Partners to UBS Private Wealth Management in Charlotte. Their depth of knowledge and experience in advising UHNW clients and delivering a best-in-class experience makes them an incredible addition to our team,” said Julie Fox, Market Head of Northeast Private Wealth Management at UBS.
Wickham Cash Partners' mission statement highlights their almost 60 year legacy, built on the foundation of their commitment to serve clients through personal attention, responsiveness, comprehensive solutions, and targeted results. The team also prides themselves on being able to consistently exceed client expectations with a thorough and thoughtful approach.
Notes to Editors
About UBS Global Wealth Management
As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.
About UBS
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS' strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.
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