UBS Adds $650M Bethesda (MD) Team

UBS on September 13 announced adding a Bethesda, MD-based team managing $650M in client assets to the firm.

Andy Murphy, Gene Suk, and Terence Hardy lead Wingman Capitol Group, which provides financial planning, retirement advice, cash management, lending products, and equity-compensation guidance.

Murphy, Suk, and Hardy have a combined 56 years of experience, all at Morgan Stanley. They will bring wealth management associate Casey Coffman and client service associate Ryan Vogel along to UBS.

To view the press release, click here.

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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