UBS Expands Financial Advisory Team with Experienced Group

Author: Olivia Taylor Updated: 09-13-2024 11:28 AM

UBS Welcomes Wingman Capitol Group to Its Team

UBS is making headlines with the exciting addition of a highly qualified financial advisor team based in Bethesda. This team, known as the Wingman Capitol Group, has an impressive track record of managing $650 million in client assets, showcasing their expertise in the wealth management sector.

Meet the Members of Wingman Capitol Group

The Wingman Capitol Group is led by seasoned Financial Advisors Andy Murphy, Gene Suk, and Terence Hardy. With their combined extensive industry experience, they will be significant assets to UBS’s Philadelphia D.C. Wealth Management Market. This team aims to address the unique financial needs of high and ultra-high net worth clients.

Andy Murphy: A Wealth of Experience

Andy Murphy brings two decades of experience to UBS, focusing on financial planning and lending strategies. Having served as a Flight Officer in the United States Navy, Andy's discipline and strategic insight are invaluable to his clients. He graduated from The Pennsylvania State University and has built a strong reputation in the financial planning sphere.

Gene Suk: Investment Expertise

Gene Suk comes to UBS with nearly 30 years at Morgan Stanley, specializing in advising clients on investment and financial planning issues. With an MBA from George Washington University and a Bachelor of Science from American University, Gene also holds the Certified Investment Management Analyst (CIMA) designation, showcasing his commitment to professional excellence in financial advisory.

Terence Hardy: Comprehensive Financial Planning

Equipped with diverse experience, Terence Hardy focuses on all aspects of financial planning for clients. He is a Certified Financial Planner (CFP) and has spent significant time at Morgan Stanley and other prominent firms. Terence's education from Providence College supports his comprehensive understanding of financial management.

Team Integration and Support

In addition to the trio, the Wingman Capitol Group also includes Casey Coffman, a Senior Wealth Strategy Associate, and Ryan Vogel, a Client Service Associate. Together, this talented team is poised to drive UBS's mission forward, delivering top-notch financial advisory services.

Leadership Enthusiasm

Julie Fox, the Market Executive for Philadelphia D.C. Wealth Management, shared her pride in welcoming the talented advisors to UBS. "We are excited to leverage our robust wealth management platform to aid their growth and success," she mentioned enthusiastically. Jake Shine, the Philadelphia D.C. Market Director, echoed her sentiments, emphasizing the firm’s commitment to supporting the Wingman Capitol Group’s ambitions.

About UBS

As a leading global wealth manager and universal bank based in Switzerland, UBS's mission revolves around helping clients achieve their financial goals through tailored financial solutions. Following the acquisition of Credit Suisse, UBS manages an impressive $5.5 trillion in invested assets. Operating in over 50 markets globally, the firm continues to solidify its leadership in providing asset management solutions and investment banking capabilities.

Frequently Asked Questions

What is the Wingman Capitol Group?

The Wingman Capitol Group is a financial advisor team recently joined by UBS, consisting of experienced professionals specializing in wealth management.

How much client assets does Wingman Capitol Group manage?

The group manages approximately $650 million in client assets, emphasizing their capability to serve high-net-worth individuals.

Who leads the Wingman Capitol Group?

The team is led by Andy Murphy, Gene Suk, and Terence Hardy, who collectively bring decades of industry experience to UBS.

What expertise does each team member bring?

Andy Murphy specializes in financial planning and lending, Gene Suk focuses on investments, and Terence Hardy covers all aspects of financial planning.

Why did the Wingman Capitol Group choose UBS?

The team was attracted to UBS's comprehensive wealth management platform and the support it offers for their continued growth and development.

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