Three Top Wealth Management Teams from UBS Earn Forbes Recognition in 2023

UBS announced the selection of three distinguished advisor groups to Forbes America’s Top Wealth Management Teams roster for 2023. The recognized teams—Wickham Cash Partners, LongBernsteinGunderson Wealth Management, and The Capital ESOP Group—collectively demonstrate the caliber of financial expertise within the firm’s Philadelphia and Washington D.C. markets, overseen by Julie Fox, Market Executive.

Wickham Cash Partners: A Legacy of Expertise

Operating from Charlotte, North Carolina, Wickham Cash Partners brings over 225 years of combined industry experience to the table. Led by Private Wealth Advisors Greg Cash and Mitchell Wickham, alongside advisors Trevor Hoke, Ron Bryson and North Moore, the team specializes in comprehensive wealth management for multigenerational families, corporate executives, and entrepreneurs. Their approach centers on delivering sophisticated, integrated financial solutions tailored to complex client needs.

LongBernsteinGunderson Wealth Management’s Multi-City Reach

Based across Philadelphia, New York City, and Dallas, LongBernsteinGunderson Wealth Management serves ultra-high and high net worth clients through a team led by Private Wealth Advisors Ryan Long, Brad Bernstein, and Louise Gunderson, along with Financial Advisor Nina Gunderson. The group provides customized wealth strategy and asset management services designed for affluent families and business owners navigating intricate financial landscapes.

The Capital ESOP Group’s Specialized Approach

Headquartered in Washington, D.C., The Capital ESOP Group, led by Private Wealth Advisors Keith Apton and Nick Francia, distinguishes itself through specialized expertise in Employee Stock Ownership Plan transactions. The team guides business owners and executives on strategic asset allocation and tax-efficient wealth transition planning.

Market Recognition and Industry Standing

According to Julie Fox, these selections underscore the exceptional commitment these advisor teams bring to client service. The Forbes/Shook 2023 list, now in its second year, identifies 100 leading wealth management teams collectively overseeing more than $1 trillion in assets. Rankings are determined through comprehensive evaluation including qualitative interviews, operational compliance history, and revenue metrics assessed by SHOOK Research.

About UBS

UBS operates as a global wealth management leader and Switzerland’s premier universal bank. Following the Credit Suisse acquisition, the firm manages $5.5 trillion in invested assets as of Q2 2023, serving clients across more than 50 countries worldwide.