Twelve UBS advisors in the Philadelphia D.C. Wealth Management Market named to the Barron’s Top 1200 Financial Advisors list
March 31 2023 - 9:00AM
Business Wire
UBS today announced that twelve advisors in the firm’s
Philadelphia D.C. wealth management market have been named to the
Barron’s Top 1200 Financial Advisors list for 2023.
“Our advisors work tirelessly to provide clients with the
highest quality financial advice and guidance and it is extremely
rewarding to see them recognized for their hard work,” said Julie
Fox, Market Executive at UBS Private Wealth Management. “We applaud
each of these advisors for their ongoing commitment and dedication
to serving clients.”
The advisors in the Philadelphia D.C. market named to the
list are:
Greg Cash
Charlotte, N.C.
Mitchell Wickham
Charlotte, N.C.
Bradford Bernstein
Philadelphia
Michael Greenly
Philadelphia
Robert Allred
Washington, D.C.
Keith Apton
Washington, D.C.
William Finnerty
Washington, D.C.
Nick Francia
Washington, D.C.
Barry Haffner
Washington, D.C.
Jared Hendler
Washington, D.C.
Gregory Marcus
Washington, D.C.
Rod von Lipsey
Washington, D.C.
UBS also announced today that The Catanella Institutional
Consulting Team, based in Philadelphia and led by Ken and Brian
Catanella, was named a National Association of Plan Advisors (NAPA)
Top Defined Contribution (DC) Advisor Team by Assets Under
Advisement for 2022. The 2023 Barron’s Top 1200 Financial Advisors
list is compiled based on a variety of criteria including revenue
produced for their firm, assets under management, quality of
practice, and regulatory record, among other factors.
For the full list and further information, visit:
https://www.barrons.com/advisor/report/top-financial-advisors/.
The NAPA Top DC Advisor Team list highlights the nation’s
leading retirement plan advisor firms. The list focuses on teams,
broadly defined as being in a single physical location, and having
at least $100 million in DC assets under advisement. It is based on
self-reported assets under advisement as of December 31, 2022,
unless otherwise noted.
For the full list and further information, visit:
https://www.napa-net.org/top-dc-advisor-teams-2022.
Notes to Editors
About UBS UBS convenes the global ecosystem for
investing, where people and ideas are connected and opportunities
brought to life, and provides financial advice and solutions to
wealthy, institutional and corporate clients worldwide, as well as
to private clients in Switzerland. UBS offers investment solutions,
products and impactful thought leadership, is the leading global
wealth manager, provides large-scale and diversified asset
management, focused investment banking capabilities, and personal
and corporate banking services in Switzerland. The firm focuses on
businesses that have a strong competitive position in their target
markets, are capital efficient and have an attractive long-term
structural growth or profitability outlook.
UBS is present in all major financial centers worldwide. It has
offices in more than 50 regions and locations, with about 30% of
its employees working in the Americas, 30% in Switzerland, 19% in
the rest of Europe, the Middle East and Africa and 21% in Asia
Pacific. UBS Group AG employs more than 72,000 people around the
world. Its shares are listed on the SIX Swiss Exchange and the New
York Stock Exchange (NYSE).
https://www.ubs.com
© UBS 2023. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS. Neither
UBS Financial Services Inc. or its employees pay a fee in exchange
for these ratings. Past performance is not an indication of future
results. Past performance is not an indication of future results.
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