BETHESDA, Md.--(BUSINESS WIRE)--UBS today announced that a five-person team, managing $650 million in client assets, has joined the firm in Bethesda, MD. The team, Wingman Capitol Group, is led by Financial Advisors Andy Murphy, Gene Suk and Terence Hardy.
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 Providence College.
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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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 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
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