UBS Achieves Recognition for Wealth Management Excellence
UBS has recently announced a significant achievement, as 35 of its advisor teams in the Mid-Atlantic Wealth Management Market have been honored in the esteemed Forbes Best-in-State Wealth Management Teams list for 2025. This recognition showcases the firm’s commitment to providing unparalleled wealth management services.
Acknowledging the Leaders in Wealth Management
The Mid-Atlantic Wealth Management Market, under the guidance of Market Executive Brendan Graham, is part of the larger Southeast Region, which is directed by Regional Manager Julie Fox. Brendan Graham expressed immense pride, stating, “On behalf of myself and the UBS leadership team, I want to congratulate each of these advisors and their entire team for this national recognition.” This is a testament to the dedication and expertise of these teams in managing client wealth effectively.
Celebrating the Award-Winning Teams
The recognition is not just a badge of honor, but also reflects the unwavering commitment to excellence displayed by the teams. The following advisor teams stood out in the Mid-Atlantic Market:
CW Wealth Management Group
Based in Greenville, DE, this team includes Ginger L. Ward and Caroline Chahalis.
Montchanin Wealth Management Team
Also located in Greenville, DE, they comprise Chris DiGiacomo and his colleagues Robert and Blake DiGiacomo.
Hingham Street Partners
From Rockland, MA, this team features Lawrence DePaulis, Peter Landry, and others.
Harris Gibson Group
Hailing from Baltimore, MD, the group includes Kyle Harris, Bart Gibson, and George Caswell.
Comprehensive List of Honorees
Other notable teams named in the prestigious list include:
Horn Wealth Management
Based in Baltimore, MD, with members Dale Horn and Humberto Deluigi.
Quantum Family Wealth Management
This Baltimore, MD team includes James Cragg, Sean Hagerty, and Alexander Levin.
The CTW Group
Another strong team from Baltimore, MD, comprising J. Francis Cannon and his team.
The Gaige Lavallee Reed Group
This recognized group consists of Richard M. Gaige and Wayne T. Lavallee from Baltimore, MD.
Prism Wealth Consultants
Situated in Hunt Valley, MD, featuring David Stack and Mitchell Brown.
Several other teams also made the list, including those from Newtown, Conshohocken, and Washington, D.C., further exemplifying the depth of talent and expertise at UBS.
Impressive Scale of Wealth Managed
The 2025 Forbes Best-in-State Wealth Management Teams list includes over 5,300 teams that manage collectively more than $7 trillion in assets. This extensive evaluation incorporates a variety of factors including qualitative interviews and compliance records that reflect how well these teams service their clients.
About UBS
UBS is renowned as a leading global wealth manager and one of the top universal banks in Switzerland. After its recent acquisition of Credit Suisse, UBS now manages $5.7 trillion in invested assets, as of the last quarter of 2023. Their mission is to help clients meet their financial objectives through personalized advice and sustainable investment strategies.
Headquartered in Zurich, Switzerland, UBS operates in over 50 markets worldwide. The firm is proud of its significant role in delivering tailored wealth management solutions while continuing to adapt to the evolving needs of its clients.
Frequently Asked Questions
What is the significance of the Forbes Best-in-State Wealth Management Teams list?
The Forbes list recognizes top-performing wealth management teams across various states, highlighting their commitment to excellence and client service.
How many teams from UBS were recognized in the latest list?
UBS had 35 advisor teams honored in the 2025 Forbes Best-in-State Wealth Management Teams list.
What are the criteria for ranking these wealth management teams?
The ranking is based on both qualitative and quantitative factors, including interviews, compliance records, and revenue performance.
Where is UBS headquartered?
UBS is headquartered in Zurich, Switzerland, with operations in over 50 markets globally.
What services does UBS offer to its clients?
UBS provides a range of services, including wealth management, asset management, and investment banking capabilities.
