UBS Wealth Management USA announced today that three advisor teams in the firm’s Baltimore and Hunt Valley, Maryland offices have been named to the Forbes Best-In-State Wealth Management Teams list for 2023. The Forbes rating is compiled by SHOOK Research and awarded annually in January, based on information from a 12 month period ending in March of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.
The Murray Group, an advisor team based in Hunt Valley, was ranked fourth in the state of Maryland, while Quantum Family Wealth Management and The Harris Gibson Group, advisor teams based in Baltimore, were ranked 20th and 22nd in the state.
“We are incredibly proud to see these three teams recognized on this year’s list, and we congratulate them on this well-deserved achievement,” said Ellen Pierce, Mid-Atlantic Market Head at UBS Wealth Management USA. “Our advisor groups consist of talented individuals who work diligently to help their clients not only reach their financial goals, but also surpass them.”
The Murray Group
The Murray Group is led by Financial Advisor Jonathan Murray and supported by Financial Advisors Brian Doak, Jason Lowy, Nicholas Barbieri and Palmer David Murray.
Jonathan Murray serves as a Wealth Management Specialist and is the team’s primary Portfolio Manager, providing clients with holistic and customized wealth management strategies. He began his investment career in 1989 and moved his growing team to UBS in 2006.
With over 30 years of experience in the financial services industry, Brian Doak is a Certified Financial Planner™ (CFP®) whose primary responsibility is providing comprehensive financial planning services for high-net worth clients. Brian seeks to cultivate long-term client relationships by understanding each client’s unique needs and partnering with them as those needs evolve.
Jason Lowy joined the team in 2004. He holds several industry designations, including Certified Financial Planner™ and Certified Private Wealth Advisor®. Jason tailors financial plans for high and ultra-high net worth clients, and guides them in executing their wealth management strategies. As a Chartered Retirement Plans SpecialistSM and Accredited Investment Fiduciary®, Jason also advises institutions and businesses as they build and modify their corporate retirement plans, and educates their employees on the importance of retirement savings. He also assists business owners as they transition out of their companies as a Certified Exit Planning Advisor.
Nicholas Barbieri brings over 15 years of experience to the team. As a Certified Financial Planner™, he specializes in helping individuals and families transition into retirement by designing income streams to replace their wages.
Palmer David Murray works with clients across the spectrum of experience, helping individuals and families prepare for retirement and beyond. In addition to his Series 7 and Series 66 licenses, Palmer also holds the Chartered Retirement Planning Counselor (CRPC®) designation.
Quantum Family Wealth Management
Quantum Family Wealth Management is led by Financial Advisors James Cragg, Ejner Johnson, Sean Hagerty, Chuck Kabeiseman and Ryan Sboray.
James Cragg has over 30 years of experience in accounting, finance and consulting, and leverages this background to develop comprehensive, actionable programs across the spectrum of wealth management services to benefit clients, including retirement, estate, and financial planning.
Fueled by a deep interest in finance and a desire to help others, Ejner Johnson began his financial services career in 1981. He has spent the past 35-plus years as an advisor to wealthy individuals and their families. Ejner believes the relationship between him and his clients is paramount, and he takes an empathetic approach to the questions and concerns that accomplished individuals face.
Sean Hagerty has over 30 years experience in accounting, financial analysis and reporting. He joined UBS in 2004 and has held the roles of Financial Advisor and Senior Portfolio Manager. Sean’s work in both public and corporate accounting and finance provides a solid foundation for dealing with the many facets of wealth and portfolio management. Sean utilizes his background and experience to develop comprehensive and actionable programs for investment management, wealth management, estate and financial planning.
Chuck Kabeiseman is a problem-solver who enjoys designing solutions to the complex challenges that high net worth investors face. As a Chartered Financial Analyst®, he has the skills and knowledge to help others. A compassionate wealth manager, he is committed to putting clients on a path to meet their financial goals, and to giving them confidence as they pursue their plans.
Ryan Sboray is a family-focused Financial Advisor who enjoys working closely with multiple generations of client families. He builds strong relationships by helping clients design strategies to grow, protect and transfer their wealth. Although Ryan is an experienced wealth manager, he believes in going beyond the numbers to address what matters most to his clients.
The Harris Gibson Group
The Harris Gibson Group is led by Financial Advisors Kyle Harris and Bart Gibson.
Kyle Harris has been working with high net worth families and business owners for over 17 years. His experience coupled with his expertise in captive insurance companies allows him to address the needs of corporations and groups that have a desire to take financial control and manage their own risk. Kyle serves as a member of the Investment Management Consultants Association. He uses a customized approach when constructing portfolios and prides himself on performing in-house due diligence while leveraging the resources of one of the world’s premier global wealth management firms.
Bart Gibson has been working with business owners and high net worth families for over 20 years. He has an in-depth understanding of the complicated issues that business owners face and he is creative in his approach to implementing solutions that range from business transition strategies to retirement plans. His specialties include developing comprehensive financial plans, as well as liability management, insurance analysis and estate planning strategies.
For the full list and further information, visit: https://www.forbes.com/lists/wealth-management-teams-best-in-state/. : Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements For designation disclosures, visit ubs.com/us/en/designation-disclosures.
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