UBS Welcomes Wingman Capitol Group to Its Team
UBS is making waves with the exciting onboarding of a highly qualified financial advisory team based in Bethesda. Known as the Wingman Capitol Group, this team has a remarkable history of managing $650 million in client assets, highlighting their skills in the wealth management field.
Get to Know the Members of Wingman Capitol Group
The Wingman Capitol Group is led by experienced Financial Advisors Andy Murphy, Gene Suk, and Terence Hardy. Their vast industry knowledge is set to be a tremendous advantage for UBS’s Philadelphia D.C. Wealth Management Market, as this group aims to meet the distinct financial needs of high and ultra-high-net-worth clients.
Andy Murphy: A Wealth of Experience
With two decades of experience, Andy Murphy focuses on financial planning and lending strategies. As a former Flight Officer in the United States Navy, he brings discipline and strategic insight that greatly benefit his clients. Andy graduated from The Pennsylvania State University and has established a strong reputation in the financial planning sphere.
Gene Suk: Investment Expertise
Gene Suk brings nearly 30 years of experience from Morgan Stanley, where he specialized in advising on investment and financial planning matters. He holds an MBA from George Washington University and a Bachelor of Science from American University. Additionally, Gene has earned the Certified Investment Management Analyst (CIMA) designation, which reflects his dedication to excellence in financial advisory.
Terence Hardy: Comprehensive Financial Planning
Terence Hardy brings diverse experience to the table, concentrating on a thorough approach to financial planning for clients. As a Certified Financial Planner (CFP), he has significant experience at Morgan Stanley and other leading firms. Terence’s education from Providence College enhances his comprehensive understanding of financial management.
Team Integration and Support
Besides the core trio, the Wingman Capitol Group also includes Casey Coffman, a Senior Wealth Strategy Associate, and Ryan Vogel, a Client Service Associate. Together, this skilled team is ready to advance UBS's mission by providing exceptional financial advisory services.
Leadership Enthusiasm
Julie Fox, the Market Executive for Philadelphia D.C. Wealth Management, expressed her pride in welcoming these talented advisors to UBS. "We are excited to leverage our robust wealth management platform to support their growth and success," she said enthusiastically. Jake Shine, the Philadelphia D.C. Market Director, echoed her sentiments, emphasizing the firm’s dedication to helping the Wingman Capitol Group achieve their goals.
About UBS
UBS is a leading global wealth manager and universal bank based in Switzerland. The firm’s mission centers around assisting clients in reaching their financial objectives through personalized financial solutions. Following the acquisition of Credit Suisse, UBS now manages an impressive $5.5 trillion in invested assets. Operating in over 50 markets worldwide, the firm continues to strengthen its leadership in providing asset management and investment banking services.
Frequently Asked Questions
What is the Wingman Capitol Group?
The Wingman Capitol Group is a financial advisory team that has recently joined UBS, consisting of seasoned professionals who specialize in wealth management.
How much client assets does Wingman Capitol Group manage?
The group manages about $650 million in client assets, underscoring their ability to serve high-net-worth clients effectively.
Who leads the Wingman Capitol Group?
The team is headed by Andy Murphy, Gene Suk, and Terence Hardy, who together bring years of industry expertise to UBS.
What expertise does each team member bring?
Andy Murphy specializes in financial planning and lending strategies, Gene Suk focuses on investments, and Terence Hardy addresses all areas of financial planning.
Why did the Wingman Capitol Group choose UBS?
The team was drawn to UBS due to its comprehensive wealth management platform and the support it provides for their ongoing growth and success.
