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 Private Wealth list for 2024.
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.
“It is extremely gratifying to see these talented advisors once again named to this prestigious list and we congratulate each of them for this achievement,” said Julie Fox, Philadelphia D.C. Market Executive at UBS Private Wealth Management. “This industry recognition is a testament to the team’s strengths, capabilities and ability to successfully guide ultra-high net worth and high net worth clients.”
Wickham Cash Partners is founded 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 businessowners on tax-efficient exit strategies.
The third annual 2024 Forbes/SHOOK Top Wealth Management Teams Private Wealth list features 100 teams collectively managing over $490 billion 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-high-net-worth/
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 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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