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Four UBS Advisors in the Northeast Private Wealth Management Market Named Top Wealth Advisors in America by Forbes/SHOOK

PHILADELPHIA, September 12, 2022–(BUSINESS WIRE)–UBS Private Wealth Management today announced that four advisors in the firm’s Northeast Private Wealth Management market have been named to the Forbes/SHOOK Research America’s Top Wealth Advisors list for 2022.

“These top advisors are among the best in the business with decades of experience serving clients, and we congratulate them on this important recognition,” said Julie Fox, Northeast Market Head at UBS Private Wealth Management. “This acknowledgement speaks to their commitment and ability to help clients achieve their goals while navigating a very challenging environment.”

The UBS advisors in the Northeast Private Wealth Management market named to the list are:

Boston

William J. Sullivan of Sullivan Partners has advised clients through virtually every type of investment environment throughout his 40-year career. He has been recognized for his leadership of one of the top advisor teams in Boston by both the Boston Business Journal and Boston Magazine.

Charlotte

Greg Cash and Mitchell Wickham of Wickham Cash Partners, a team of 20 professionals, deliver comprehensive wealth management services to multigenerational families, corporate executives, and entrepreneurs. Wickham Cash Partners’ legacy spans over 225 years of collective industry experience.

Washington, D.C.

Gregory H. Marcus, for more than two decades, has helped ultra-high net worth clients whose investable assets exceed $100 million, navigate some of the most complex financial issues. His guidance is grounded in investment analysis, independent research and thorough due diligence.

This year’s Forbes/SHOOK Research America’s Top Wealth Advisors list is comprised of 250 advisors across the country, most of whom have at least 20 years of experience in the industry. 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/top-wealth-advisors.

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, 29% in Switzerland, 20% 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).

© UBS 2022. 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.

View source version on businesswire.com: https://www.businesswire.com/news/home/20220912005343/en/

Contacts

Media Contact:
Scott Gamm
Strategy Voice Associates
scott@strategyvoiceassociates.com
https://www.ubs.com