{"id":744286,"date":"2023-03-31T09:05:26","date_gmt":"2023-03-31T13:05:26","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/twelve-ubs-advisors-in-the-philadelphia-d-c-wealth-management-market-named-to-the-barrons-top-1200-financial-advisors-list\/"},"modified":"2023-03-31T09:05:26","modified_gmt":"2023-03-31T13:05:26","slug":"twelve-ubs-advisors-in-the-philadelphia-d-c-wealth-management-market-named-to-the-barrons-top-1200-financial-advisors-list","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/twelve-ubs-advisors-in-the-philadelphia-d-c-wealth-management-market-named-to-the-barrons-top-1200-financial-advisors-list\/","title":{"rendered":"Twelve UBS advisors in the Philadelphia D.C. Wealth Management Market named to the Barron\u2019s Top 1200 Financial Advisors list"},"content":{"rendered":"

<\/p>\n

Twelve UBS advisors in the Philadelphia D.C. Wealth Management Market named to the Barron\u2019s Top 1200 Financial Advisors list<\/b><\/p>\n

PHILADELPHIA–(BUSINESS WIRE<\/a>)–
\nUBS today announced that twelve advisors in the firm\u2019s Philadelphia D.C. wealth management market have been named to the Barron\u2019s Top 1200 Financial Advisors list for 2023.\n<\/p>\n

\n\u201cOur 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,\u201d said Julie Fox, Market Executive at UBS Private Wealth Management. \u201cWe applaud each of these advisors for their ongoing commitment and dedication to serving clients.\u201d\n<\/p>\n

The advisors in the Philadelphia D.C. market named to the list are:<\/b><\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n
\n

Greg Cash<\/a><\/p>\n<\/td>\n

\n\n

\nCharlotte, N.C.\n<\/p>\n<\/td>\n<\/tr>\n

\n

Mitchell Wickham<\/a><\/p>\n<\/td>\n

\n\n

\nCharlotte, N.C.\n<\/p>\n<\/td>\n<\/tr>\n

\n

Bradford Bernstein<\/a><\/p>\n<\/td>\n

\n\n

\nPhiladelphia\n<\/p>\n<\/td>\n<\/tr>\n

\n

Michael Greenly<\/a><\/p>\n<\/td>\n

\n\n

\nPhiladelphia\n<\/p>\n<\/td>\n<\/tr>\n

\n

Robert Allred<\/a><\/p>\n<\/td>\n

\n\n

\nWashington, D.C.\n<\/p>\n<\/td>\n<\/tr>\n

\n

Keith Apton<\/a><\/p>\n<\/td>\n

\n\n

\nWashington, D.C.\n<\/p>\n<\/td>\n<\/tr>\n

\n

William Finnerty<\/a><\/p>\n<\/td>\n

\n\n

\nWashington, D.C.\n<\/p>\n<\/td>\n<\/tr>\n

\n

Nick Francia<\/a><\/p>\n<\/td>\n

\n\n

\nWashington, D.C.\n<\/p>\n<\/td>\n<\/tr>\n

\n

Barry Haffner<\/a><\/p>\n<\/td>\n

\n\n

\nWashington, D.C.\n<\/p>\n<\/td>\n<\/tr>\n

\n

Jared Hendler<\/a><\/p>\n<\/td>\n

\n\n

\nWashington, D.C.\n<\/p>\n<\/td>\n<\/tr>\n

\n

Gregory Marcus<\/a><\/p>\n<\/td>\n

\n\n

\nWashington, D.C.\n<\/p>\n<\/td>\n<\/tr>\n

\n

Rod von Lipsey<\/a><\/p>\n<\/td>\n

\n\n

\nWashington, D.C.\n<\/p>\n<\/td>\n<\/tr>\n<\/table>\n

\nUBS also announced today that The Catanella Institutional Consulting Team<\/b><\/a>, 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\u2019s 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.\n<\/p>\n

\nFor the full list and further information, visit:https:\/\/www.barrons.com\/advisor\/report\/top-financial-advisors\/<\/a>.\n<\/p>\n

\nThe NAPA Top DC Advisor Team list highlights the nation\u2019s 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.\n<\/p>\n

\nFor the full list and further information, visit: https:\/\/www.napa-net.org\/top-dc-advisor-teams-2022<\/a>.\n<\/p>\n

Notes to Editors<\/b><\/p>\n

About UBS
\n
<\/b>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.\n<\/p>\n

\nUBS 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).\n<\/p>\n

https:\/\/www.ubs.com<\/a><\/p>\n

\n\u00a9 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. For press use only.<\/b><\/p>\n

\"\"<\/p>\n

View source version on businesswire.com: <\/span>https:\/\/www.businesswire.com\/news\/home\/20230331005086\/en\/<\/a><\/span><\/p>\n

Media:
\n<\/b>
Scott Gamm
\n
Strategy Voice Associates
\n
scott@strategyvoiceassociates.com<\/a><\/p>\n

KEYWORDS:<\/b> North Carolina Pennsylvania District of Columbia United States North America<\/p>\n

INDUSTRY KEYWORDS:<\/b> Professional Services Other Professional Services Finance Asset Management Consulting Banking Personal Finance<\/p>\n

MEDIA:<\/b><\/p>\n\n\n\n\n
Logo<\/b><\/font><\/td>\n<\/tr>\n
\"Logo\"<\/td>\n<\/tr>\n
<\/font><\/td>\n<\/tr>\n<\/table>\n","protected":false},"excerpt":{"rendered":"

Twelve UBS advisors in the Philadelphia D.C. Wealth Management Market named to the Barron\u2019s Top 1200 Financial Advisors list PHILADELPHIA–(BUSINESS WIRE)– UBS today announced that twelve advisors in the firm\u2019s Philadelphia D.C. wealth management market have been named to the Barron\u2019s Top 1200 Financial Advisors list for 2023. \u201cOur 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,\u201d said Julie Fox, Market Executive at UBS Private Wealth Management. \u201cWe applaud each of these advisors for their ongoing commitment and dedication to serving clients.\u201d The advisors in the Philadelphia D.C. market named to the list are: Greg Cash Charlotte, N.C. Mitchell Wickham Charlotte, … <\/p>\n

Continue reading “Twelve UBS advisors in the Philadelphia D.C. Wealth Management Market named to the Barron\u2019s Top 1200 Financial Advisors list”<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-744286","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"\nTwelve UBS advisors in the Philadelphia D.C. 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Wealth Management Market named to the Barron\u2019s Top 1200 Financial Advisors list PHILADELPHIA–(BUSINESS WIRE)– UBS today announced that twelve advisors in the firm\u2019s Philadelphia D.C. wealth management market have been named to the Barron\u2019s Top 1200 Financial Advisors list for 2023. \u201cOur 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,\u201d said Julie Fox, Market Executive at UBS Private Wealth Management. \u201cWe applaud each of these advisors for their ongoing commitment and dedication to serving clients.\u201d The advisors in the Philadelphia D.C. market named to the list are: Greg Cash Charlotte, N.C. Mitchell Wickham Charlotte, … Continue reading "Twelve UBS advisors in the Philadelphia D.C. 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Wealth Management Market named to the Barron\u2019s Top 1200 Financial Advisors list PHILADELPHIA–(BUSINESS WIRE)– UBS today announced that twelve advisors in the firm\u2019s Philadelphia D.C. wealth management market have been named to the Barron\u2019s Top 1200 Financial Advisors list for 2023. \u201cOur 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,\u201d said Julie Fox, Market Executive at UBS Private Wealth Management. \u201cWe applaud each of these advisors for their ongoing commitment and dedication to serving clients.\u201d The advisors in the Philadelphia D.C. market named to the list are: Greg Cash Charlotte, N.C. Mitchell Wickham Charlotte, … Continue reading \"Twelve UBS advisors in the Philadelphia D.C. 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