Products
Data Sets
Integrations
Services
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.
September 10, 2025 Investor News: Milwaukee ERS Pauses New PE Commitments, and more...
September 10, 2025
August Capital Flows Led by Core Real Estate & AI Infrastructure
September 08, 2025
July 2025 – Healthcare Transactions Remain Strong Across Pharmaceuticals, Biotech, MedTech, Services, and Digital Health
August 26, 2025
July 2025 – Earnings Season Highlights AI Acceleration, Financial Stability, and Resilient Consumer Demand
August 21, 2025
July 2025 – Software & Technology Transactions Remain Strong Across AI, Infrastructure, and Cybersecurity
August 18, 2025
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2025 | Terms of Use | Privacy Policy
