UBS today announced that 21 advisor teams in the firm’s Philadelphia D.C. Wealth Management Market have been named to the 2024 Forbes Best-in-State Wealth Management Teams list.
“It is truly gratifying to see so many of our talented advisors receive national recognition for their hard work and dedication to clients,” said Julie Fox, Philadelphia D.C. Market Executive at UBS Private Wealth Management. “On behalf of myself and the UBS leadership team, we congratulate each of these advisors for this prestigious industry achievement and applaud their professional accomplishments.”
The advisor teams named to the list are:
Wickham Cash Partners (Charlotte, N.C.): Mitchell Wickham, Greg Cash, Trevor Hoke, Ron Bryson and North Moore
CenturyPlus Wealth Management Group (Philadelphia): Thomas Janke, Matthew Boynton, Robert Hutchinson Jr., David Marshall and Amanda Bagnoli
Cohen Leib Robinson Spilove Investment Group (Philadelphia): Lewis Cohen, Ryan Leib, Robert Leib, Jonathon Leib and Jane Robinson
LongBernsteinGunderson (New York City, Dallas and Philadelphia): Ryan Long, Brad Bernstein, Louise Gunderson and Nina Gunderson
The Garvey-Clark Wealth Management Group (Conshohocken, PA): John Garvey, Matthew Clark and Brady Hooper, Jr.
J-Squared Wealth Management Group (Conshohocken, PA): John C. Williams Jr. and John Weilnau
Nastasi-Cannon Wealth Management Group (Conshohocken, PA): James Nastasi and Carrie Cannon
Newtown Wealth Management (Newtown, PA): Kevin Young and Karen Robbins
Envision Capitol Wealth Management (Washington, D.C.): Todd Nichols, Robert Wright, Patricia Van Kirk, Kevin Bruening and Megan Kondos
Haffner Wealth Management Group (Washington, D.C.): Barry Haffner and Alex Haffner
K Street Partners (Washington, D.C.): Patrick M. Adams, Kristina N. Bakis, Alexis George and Jorge Balboa
Liberty Capitol Group (Washington, D.C.): Sandra Cunningham, Holidae Hayes, Leland Bishop, Leif Springer and Brock Van Selow
The Capital ESOP Group (Washington, D.C.): Keith Apton and Nick Francia
Washington Wealth Management (Washington, D.C.): David Andreadis, Vic Seested III., Karen Ben-Shlaush and Richard Haskin
Boundary Rock Wealth Management (Bethesda, MD): Jamie Ingoe, Donald Chomas, Russell Rifkin, David Bowie and Jeffrey Schweighoffer
The Atlantic Capital Group (Bethesda, MD): Charles H. Cooper, Mary T. Stiles-Hendler and Mitchell R. Cooper
The Boyle Anderson Group (Bethesda, MD): Skip Anderson, Elaine Flanigan, Ron Chesney, Chick Anderson and Charlie Anderson
The Hando Adams Group (Bethesda, MD): Timothy J. Hando and Jason S. Adams
The Hutson Polcaro Group (Bethesda, MD): James Polcaro II., Michael Brick and Christopher Casey
Prism Wealth Management (Hunt Valley, MD): David Stack, Mitchell Brown and Sean McElroy
Potomac Wealth Group (McLean, VA): Powell Hill and Arthur Chase
The second annual 2024 Forbes Best-in-State Wealth Management Teams list is comprised of over 4,100 teams that collectively manage $5.1 trillion of assets. The ranking algorithm is based on 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/wealth-management-teams-best-in-state/
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 countries around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
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