{"id":809046,"date":"2025-02-05T08:04:57","date_gmt":"2025-02-05T13:04:57","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/35-ubs-advisor-teams-in-the-mid-atlantic-market-named-to-the-forbes-best-in-state-wealth-management-teams-list\/"},"modified":"2025-02-05T08:04:57","modified_gmt":"2025-02-05T13:04:57","slug":"35-ubs-advisor-teams-in-the-mid-atlantic-market-named-to-the-forbes-best-in-state-wealth-management-teams-list","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/35-ubs-advisor-teams-in-the-mid-atlantic-market-named-to-the-forbes-best-in-state-wealth-management-teams-list\/","title":{"rendered":"35 UBS Advisor Teams in the Mid-Atlantic Market Named to the Forbes Best-in-State Wealth Management Teams List"},"content":{"rendered":"

<\/p>\n

35 UBS Advisor Teams in the Mid-Atlantic Market Named to the Forbes Best-in-State Wealth Management Teams List<\/b><\/p>\n

PHILADELPHIA–(BUSINESS WIRE<\/a>)–
\nUBS today announced that 35 advisor teams in the firm\u2019s Mid-Atlantic Wealth Management Market have been named to the 2025 Forbes Best-in-State Wealth Management Teams list.<\/p>\n

\nThe Mid-Atlantic Wealth Management Market is led by Market Executive Brendan Graham and is part of the firm\u2019s Southeast Region, which is led by Regional Director Julie Fox.<\/p>\n

\n\u201cOn behalf of myself and the UBS leadership team, I want to congratulate each of these advisors and their entire team for this national recognition,\u201d said Brendan Graham, Mid-Atlantic Market Executive at UBS.<\/p>\n

\nThe advisor teams in the Mid-Atlantic Market named to the list are:<\/p>\n

CW Wealth Management Group <\/b>(Greenville, DE):Ginger L. Ward, Caroline Chahalis<\/p>\n

Montchanin Wealth Management Team <\/b>(Greenville, DE): Chris DiGiacomo, Robert DiGiacomo, Blake DiGiacomo<\/p>\n

Hingham Street Partners <\/b>(Rockland, MA):Lawrence DePaulis, Peter Landry, Timothy Fortune, Michael J. Murphy, Samuel B. Sinclair, Timothy Seeger<\/p>\n

Harris Gibson Group <\/b>(Baltimore, MD): Kyle Harris, Bart Gibson, George Caswell<\/p>\n

Horn Wealth Management <\/b>(Baltimore, MD): Dale Horn, Humberto Deluigi, Greg Eckenrode, Lindsey Arnold<\/p>\n

Quantum Family Wealth Management <\/b>(Baltimore, MD):<\/b> James Cragg, Sean Hagerty, Alexander Levin, Ryan Sboray, Alexander Johnson<\/p>\n

The CTW Group <\/b>(Baltimore, MD): J. Francis Cannon, John J. Wasilewski, Christopher J. Connolly, Philip F. Toohey<\/p>\n

The Gaige Lavallee Reed Group <\/b>(Baltimore, MD): Richard M. Gaige, Wayne T. Lavallee, Jeremy J. Reed<\/p>\n

Prism Wealth Consultants <\/b>(Hunt Valley, MD): David Stack, Mitchell Brown, Sean McElroy<\/p>\n

The Murray Group <\/b>(Hunt Valley, MD): Jonathan Murray, Jason Lowy, Nick Barbieri, Brian Doak, Palmer Murray, Michele Lippincott<\/p>\n

Atlantic Legacy Group <\/b>(Mont Laurel, NJ): Lynn Fryckberg, Lulu Zappy, Jordan Teichman<\/p>\n

Banks Zeigler Carter Group <\/b>(Mont Laurel, NJ): Bill Banks, Janet Ziegler, Sean Carter, Rory Banks<\/p>\n

Gendelman McGinley Group <\/b>(Mont Laurel, NJ): Christine McGinley, Richard Gendelman, Buddy Buzzerd III<\/p>\n

Pinnacle Wealth Partners <\/b>(Mont Laurel, NJ): Douglas M. Pires, Steven E. Goldman<\/p>\n

The Fendrick Group <\/b>(Mont Laurel, NJ): Mark Fendrick, Richard Rogers, Jamison Licausi, David Ostrum<\/p>\n

Cornerstone Wealth Management Group <\/b>(Northfield, NJ): Brett Hina, Daniel Gottlieb, Sean B. Thompson, Timothy Gallagher, Brett Mower<\/p>\n

Sage Wealth Management <\/b>(Northfield, NJ): Steve Mortelliti, Richard Cohen, Alexander Clark, Jennifer Wildman<\/p>\n

Lafferty\/Stryker Wealth Management <\/b>(Princeton, NJ): Richard R. Lafferty, William S. Stryker<\/p>\n

Princeton Investment Consulting <\/b>(Princeton, NJ): L. Marc Shegoski, Craig Leiderman, David Sears<\/p>\n

Rosen Moses Group <\/b>(Princeton, NJ):Eric Rosen, Robert Moses, Joseph Rosen<\/p>\n

Cohen Leib Robinson Spilove Investment Group <\/b>(Conshohocken, PA): Lewis Cohen, Ryan Leib, Robert Leib, Jonathon Leib, Jane Robinson<\/p>\n

Full Circle Wealth Management Group <\/b>(Conshohocken, PA): John C. Williams Jr., John Weilnau, Peter Ierardi<\/p>\n

Legacy Wealth Partners <\/b>(Conshohocken, PA): Dirk Stribrny, Joseph R. Croll, James Nastasi, Kevin McCoy<\/p>\n

The Garvey-Clark Wealth Management Group <\/b>(Conshohocken, PA): <\/b>John Garvey, Matthew Clark, W. Brady Hooper Jr.<\/p>\n

Custom Wealth Management Group <\/b>(Newtown, PA):Charles C. Lovell, Keith T. Householder, Michael Haberman, Christopher Slowey, Martha Harding<\/p>\n

Newtown Wealth Management <\/b>(Newtown, PA): Kevin Young, Karen Robbins<\/p>\n

CenturyPlus Wealth Management Group <\/b>(Philadelphia, PA):Matt Boynton, Robert R. Hutchinson Jr., David C. Marshall, Matthew Tompkins<\/p>\n

LongBernsteinGunderson Wealth Management <\/b>(Dallas, TX, Philadelphia and New York City): Ryan M. Long, Brad Bernstein, Louise Gunderson, Nina Gunderson<\/p>\n

Envision Capitol Wealth Management <\/b>(Washington, D.C.):Todd Nichols, Robert Wright, Patricia Van Kirk, Kevin Bruening, Megan Kondos<\/p>\n

Haffner Wealth Management Group <\/b>(Washington, D.C.): Barry Haffner, Alex Haffner<\/p>\n

K Street Partners <\/b>(Washington, D.C.): Patrick M. Adams, Kristina Bakis, Alexis George, Jorge Lopez-Balboa<\/p>\n

Liberty Capitol Group <\/b>(Washington, D.C.):<\/b> Sandy Cunningham, Holidae Hayes, Leland Bishop, Leif Springer, Brock Van Selow<\/p>\n

SKF Group <\/b>(Washington, D.C.): Bill Slater, Scott D. Fitzenreiter, James J. King, Ryan J. Shuler<\/p>\n

The Capital ESOP Group <\/b>(Washington, D.C.): Keith Apton, Nick Francia, Joanne Ferland, Sarah Bothner, Kaveh Gilanshah<\/p>\n

Washington Wealth Management <\/b>(Washington, D.C.): David Andreadis, Karen Ben-Shlaush, Blaine Andreadis, Danielle Tersaga, Richard Haskin<\/p>\n

\nThe third annual 2025 Forbes Best-in-State Wealth Management Teams list is comprised of over 5,300 teams that collectively manage over $7 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.<\/p>\n

\nFor the full list and further information, visit: https:\/\/www.forbes.com\/lists\/wealth-management-teams-best-in-state\/<\/a><\/p>\n

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

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

\nUBS 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 5.7 trillion dollars of invested assets as per fourth 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 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).<\/p>\n

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

\n\u00a9 UBS 2025. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Although neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings, UBS may hire RJ Shook to be a speaker for events. 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\/20250205966132\/en\/<\/a><\/span><\/p>\n

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

KEYWORDS:<\/b> Europe Switzerland United States North America Pennsylvania<\/p>\n

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

MEDIA:<\/b><\/p>\n\n\n\n\n
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35 UBS Advisor Teams in the Mid-Atlantic Market Named to the Forbes Best-in-State Wealth Management Teams List PHILADELPHIA–(BUSINESS WIRE)– UBS today announced that 35 advisor teams in the firm\u2019s Mid-Atlantic Wealth Management Market have been named to the 2025 Forbes Best-in-State Wealth Management Teams list. The Mid-Atlantic Wealth Management Market is led by Market Executive Brendan Graham and is part of the firm\u2019s Southeast Region, which is led by Regional Director Julie Fox. \u201cOn behalf of myself and the UBS leadership team, I want to congratulate each of these advisors and their entire team for this national recognition,\u201d said Brendan Graham, Mid-Atlantic Market Executive at UBS. The advisor teams in the Mid-Atlantic Market named to the list are: CW Wealth … <\/p>\n

Continue reading “35 UBS Advisor Teams in the Mid-Atlantic Market Named to the Forbes Best-in-State Wealth Management Teams 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-809046","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"\n35 UBS Advisor Teams in the Mid-Atlantic Market Named to the Forbes Best-in-State Wealth Management Teams List - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/35-ubs-advisor-teams-in-the-mid-atlantic-market-named-to-the-forbes-best-in-state-wealth-management-teams-list\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"35 UBS Advisor Teams in the Mid-Atlantic Market Named to the Forbes Best-in-State Wealth Management Teams List - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"35 UBS Advisor Teams in the Mid-Atlantic Market Named to the Forbes Best-in-State Wealth Management Teams List PHILADELPHIA–(BUSINESS WIRE)– UBS today announced that 35 advisor teams in the firm\u2019s Mid-Atlantic Wealth Management Market have been named to the 2025 Forbes Best-in-State Wealth Management Teams list. The Mid-Atlantic Wealth Management Market is led by Market Executive Brendan Graham and is part of the firm\u2019s Southeast Region, which is led by Regional Director Julie Fox. \u201cOn behalf of myself and the UBS leadership team, I want to congratulate each of these advisors and their entire team for this national recognition,\u201d said Brendan Graham, Mid-Atlantic Market Executive at UBS. 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The Mid-Atlantic Wealth Management Market is led by Market Executive Brendan Graham and is part of the firm\u2019s Southeast Region, which is led by Regional Director Julie Fox. \u201cOn behalf of myself and the UBS leadership team, I want to congratulate each of these advisors and their entire team for this national recognition,\u201d said Brendan Graham, Mid-Atlantic Market Executive at UBS. The advisor teams in the Mid-Atlantic Market named to the list are: CW Wealth … Continue reading \"35 UBS Advisor Teams in the Mid-Atlantic Market Named to the Forbes Best-in-State Wealth Management Teams List\"","og_url":"https:\/\/www.marketnewsdesk.com\/index.php\/35-ubs-advisor-teams-in-the-mid-atlantic-market-named-to-the-forbes-best-in-state-wealth-management-teams-list\/","og_site_name":"Market Newsdesk","article_published_time":"2025-02-05T13:04:57+00:00","og_image":[{"url":"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&sty=20250205966132r1&sid=flmnd&distro=nx&lang=en","type":"","width":"","height":""}],"author":"Newsdesk","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Newsdesk","Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/35-ubs-advisor-teams-in-the-mid-atlantic-market-named-to-the-forbes-best-in-state-wealth-management-teams-list\/#article","isPartOf":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/35-ubs-advisor-teams-in-the-mid-atlantic-market-named-to-the-forbes-best-in-state-wealth-management-teams-list\/"},"author":{"name":"Newsdesk","@id":"https:\/\/www.marketnewsdesk.com\/#\/schema\/person\/482f27a394d4fda80ecb5499e519d979"},"headline":"35 UBS Advisor Teams in the Mid-Atlantic Market Named to the Forbes Best-in-State Wealth Management Teams List","datePublished":"2025-02-05T13:04:57+00:00","mainEntityOfPage":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/35-ubs-advisor-teams-in-the-mid-atlantic-market-named-to-the-forbes-best-in-state-wealth-management-teams-list\/"},"wordCount":903,"image":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/35-ubs-advisor-teams-in-the-mid-atlantic-market-named-to-the-forbes-best-in-state-wealth-management-teams-list\/#primaryimage"},"thumbnailUrl":"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&sty=20250205966132r1&sid=flmnd&distro=nx&lang=en","inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/35-ubs-advisor-teams-in-the-mid-atlantic-market-named-to-the-forbes-best-in-state-wealth-management-teams-list\/","url":"https:\/\/www.marketnewsdesk.com\/index.php\/35-ubs-advisor-teams-in-the-mid-atlantic-market-named-to-the-forbes-best-in-state-wealth-management-teams-list\/","name":"35 UBS Advisor Teams in the Mid-Atlantic Market Named to the Forbes Best-in-State Wealth Management Teams List - 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