21 UBS Advisor Teams in the Philadelphia D.C. Wealth Management Market Named to the 2024 Forbes Best-in-State Wealth Management Teams List

By: UBS Financial Services Inc. via Business Wire

February 13, 2024 at 09:00 AM EST

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

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