Four-person team advises corporate executives and their families
UBS Private Wealth Management today announced that a four-person team, “Executive Wealth Partners” joined the firm in Kenwood, Ohio. The team, led by Financial Advisors Casey Marsh and Austin Poston, is responsible for managing over $750 million in client assets and holds extensive experience in servicing corporate executives and their families.
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Left to right: Casey Marsh, Susan Farlow, Ashley Monk, Michelle Thomas, Rick Corman and Austin Poston (Photo: Business Wire)
The four-person team includes Team Administrator Michelle Thomas and Client Service Associate Ashley Monk. They are partnering with an existing UBS Senior Vice-President Richard Corman, and Wealth Strategy Associate Susan Farlow, and will report to Jon Ramey and Michael Gatewood.
“The dynamic and diverse makeup of the team will help our branch continue to advise executives, business owners and ultra-high net worth families who possess complex and sophisticated investment and wealth planning needs,” said Jon Ramey, Ohio Indy Market Head, UBS Wealth Management USA.
“On behalf of UBS, we are excited to welcome Executive Wealth Partners to the firm,” said Michael Gatewood, Chicago Market Head, UBS Private Wealth Management. “Together, they represent a high-quality team who strives to deliver services tailored to the unique needs…
