{"success":true,"data":{"pressRelease":{"id":"36356","rtpr_id":"nBw3YCM4wa","ticker":"UBSG","exchange":"","all_tickers":["UBSG"],"title":"UBS Advisors in the Southeast Region Recognized Nationally by Barron’s","author":"Business Wire","published_at":"2026-05-15T12:00:00.265Z","article_body":"UBS Advisors in the Southeast Region Recognized Nationally by Barron’s\n\nUBS today announced that several advisors in the firm’s Southeast Wealth\nManagement Region have been recognized by Barron’s.\n\nThe firm’s Southeast Wealth Management Region is led by Regional Director\nJulie Fox.\n\n\"Seeing so many of our advisors earn national recognition is incredibly\nrewarding and it speaks directly to the commitment and effort they devote to\nclient service each and every day,” said Julie Fox, Regional Director,\nSoutheast at UBS. “The entire UBS leadership team joins me in celebrating\nthis well-deserved honor, and we remain dedicated to equipping our advisors\nand clients with the very best in wealth management.\"\n\nThe advisors acknowledged by Barron’s include:\n\nBarron’s Top 100 Financial Advisors, 2026\n\nGreg Cash\n\nMitchell Wickham\n\nThis year marks the sixth consecutive year that Greg and Mitchell, of Wickham\nCash Partners in Charlotte, NC, have been named to the Barron’s Top 100\nFinancial Advisors list.\n\nThe Barron's rating is awarded annually in May based on information from the\nprior year Q4. Eligibility is based on quantitative factors and is not\nnecessarily related to the quality of the investment advice.\n\nFor more information on third-party rating methodologies, please visit\nubs.com/us/en/designation-disclosures\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fubs.com%2Fus%2Fen%2Fdesignation-disclosures&esheet=54535229&newsitemid=20260515814968&lan=en-US&anchor=ubs.com%2Fus%2Fen%2Fdesignation-disclosures&index=1&md5=fc9dcc0bada23b36da5cb08f8afbc8c7)\n.\n\nBarron’s Top 100 Institutional Consulting Teams, 2026\n\nPrinceton/Park Avenue Investment Consulting (Princeton, NJ): L. Marc Shegoski,\nLinda Modico, David Sears\n\nCapitol Group Institutional Consulting (Washington, D.C.): Leland Bishop, Leif\nSpringer, William Cone\n\nUBS Institutional Consulting – Atlanta (Atlanta, GA): Scott Olsen, Kristi\nThelen, W. Austin Dodd\n\nThe Barron's rating is awarded annually in May based on information from the\nprior year Q4. Eligibility is based on quantitative factors and is not\nnecessarily related to the quality of the investment advice.\n\nFor more information on third-party rating methodologies, please visit\nubs.com/us/en/designation-disclosures\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fubs.com%2Fus%2Fen%2Fdesignation-disclosures&esheet=54535229&newsitemid=20260515814968&lan=en-US&anchor=ubs.com%2Fus%2Fen%2Fdesignation-disclosures&index=2&md5=d3ecea7752a5f8bc3758e6c6e52b3f18)\n.\n\nBarron’s Top 250 Private Wealth Management Teams, 2026\n\nWickham Cash Partners (Charlotte, NC): Mitchell Wickham, Greg Cash, Trevor\nHoke\n\nConstellation Wealth Management (Hallandale, FL): Nick Sadowsky, Worth Boyce,\nMissy Fierman\n\nBV Group (Boca Raton, FL): Michael Bober, Ed Ventrice, Alex Santos\n\nLongBernstein Wealth Management (Philadelphia and Dallas): Ryan Long, Brad\nBernstein\n\nOakRing Wealth Partners (Alpharetta, GA): David Saltzman, Kevin King, Kevin\nHaynes\n\nThe Barron's rating is awarded annually in May based on information from the\nprior year Q4. Eligibility is based on quantitative factors and is not\nnecessarily related to the quality of the investment advice.\n\nFor more information on third-party rating methodologies, please visit\nubs.com/us/en/designation-disclosures\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fubs.com%2Fus%2Fen%2Fdesignation-disclosures&esheet=54535229&newsitemid=20260515814968&lan=en-US&anchor=ubs.com%2Fus%2Fen%2Fdesignation-disclosures&index=3&md5=7fab07774d137b538f95658ac3e80774)\n.\n\nThis year’s Top 100 Financial Advisors, Top 100 Institutional Consulting\nTeams and Top 250 Private Wealth Management Teams and lists from Barron’s\nare compiled based on a variety of criteria including revenue produced for\ntheir firm, assets under management, quality of practice, and regulatory\nrecord.\n\nFor the full list and further information, visit:\n\nhttps://www.barrons.com/advisor/report/top-financial-advisors/100 \n(https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fwww.barrons.com%2Fadvisor%2Freport%2Ftop-financial-advisors%2F100&esheet=54535229&newsitemid=20260515814968&lan=en-US&anchor=https%3A%2F%2Fwww.barrons.com%2Fadvisor%2Freport%2Ftop-financial-advisors%2F100&index=4&md5=420315822873030d8aee9c00d12a0e36)\n\nhttps://www.barrons.com/advisor/report/top-financial-advisors/ \n(https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fwww.barrons.com%2Fadvisor%2Freport%2Ftop-financial-advisors%2F&esheet=54535229&newsitemid=20260515814968&lan=en-US&anchor=https%3A%2F%2Fwww.barrons.com%2Fadvisor%2Freport%2Ftop-financial-advisors%2F&index=5&md5=a1c00f0524ca5697e8a67c71e1aaf76f)\n\nhttps://www.barrons.com/advisor/report/top-financial-advisors/private-wealth\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fwww.barrons.com%2Fadvisor%2Freport%2Ftop-financial-advisors%2Fprivate-wealth&esheet=54535229&newsitemid=20260515814968&lan=en-US&anchor=https%3A%2F%2Fwww.barrons.com%2Fadvisor%2Freport%2Ftop-financial-advisors%2Fprivate-wealth&index=6&md5=ed2d506c3c4baa019a06a4ea68635b66)\n\nNotes to Editors\n\nAbout UBS\n\nUBS is a leading and truly global wealth manager and the leading universal\nbank in Switzerland. It also provides diversified asset management solutions\nand focused investment banking capabilities. UBS manages 7 trillion dollars of\ninvested assets as per the fourth quarter 2025. UBS helps clients achieve\ntheir financial goals through personalized advice, solutions and products.\nHeadquartered in Zurich, Switzerland, the firm is operating in more than 50\nmarkets around the globe. UBS Group shares are listed on the SIX Swiss\nExchange and the New York Stock Exchange (NYSE).\n\n© UBS 2026. All rights reserved. The key symbol and UBS are among the\nregistered and unregistered trademarks of UBS. For press use only.\n\n\n\nView source version on businesswire.com:\nhttps://www.businesswire.com/news/home/20260515814968/en/\n(https://www.businesswire.com/news/home/20260515814968/en/)\n\nMedia Contact: \n\nScott Gamm\n\nStrategy Voice Associates\n\nscott@strategyvoiceassociates.com \n(mailto:scott@strategyvoiceassociates.com) \nhttps://www.ubs.com\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fwww.ubs.com&esheet=54535229&newsitemid=20260515814968&lan=en-US&anchor=https%3A%2F%2Fwww.ubs.com&index=7&md5=68c3bf955ec7187752211c301a1b6b35)\n\n\nCopyright Business Wire 2026","article_body_html":"","raw_payload":{"data":{"id":"nBw3YCM4wa","title":"UBS Advisors in the Southeast Region Recognized Nationally by Barron’s","author":"Business Wire","ticker":"UBSG","created":"2026-05-15T12:00:00.265Z","tickers":["UBSG"],"exchange":"","article_body":"UBS Advisors in the Southeast Region Recognized Nationally by Barron’s\n\nUBS today announced that several advisors in the firm’s Southeast Wealth\nManagement Region have been recognized by Barron’s.\n\nThe firm’s Southeast Wealth Management Region is led by Regional Director\nJulie Fox.\n\n\"Seeing so many of our advisors earn national recognition is incredibly\nrewarding and it speaks directly to the commitment and effort they devote to\nclient service each and every day,” said Julie Fox, Regional Director,\nSoutheast at UBS. “The entire UBS leadership team joins me in celebrating\nthis well-deserved honor, and we remain dedicated to equipping our advisors\nand clients with the very best in wealth management.\"\n\nThe advisors acknowledged by Barron’s include:\n\nBarron’s Top 100 Financial Advisors, 2026\n\nGreg Cash\n\nMitchell Wickham\n\nThis year marks the sixth consecutive year that Greg and Mitchell, of Wickham\nCash Partners in Charlotte, NC, have been named to the Barron’s Top 100\nFinancial Advisors list.\n\nThe Barron's rating is awarded annually in May based on information from the\nprior year Q4. Eligibility is based on quantitative factors and is not\nnecessarily related to the quality of the investment advice.\n\nFor more information on third-party rating methodologies, please visit\nubs.com/us/en/designation-disclosures\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fubs.com%2Fus%2Fen%2Fdesignation-disclosures&esheet=54535229&newsitemid=20260515814968&lan=en-US&anchor=ubs.com%2Fus%2Fen%2Fdesignation-disclosures&index=1&md5=fc9dcc0bada23b36da5cb08f8afbc8c7)\n.\n\nBarron’s Top 100 Institutional Consulting Teams, 2026\n\nPrinceton/Park Avenue Investment Consulting (Princeton, NJ): L. Marc Shegoski,\nLinda Modico, David Sears\n\nCapitol Group Institutional Consulting (Washington, D.C.): Leland Bishop, Leif\nSpringer, William Cone\n\nUBS Institutional Consulting – Atlanta (Atlanta, GA): Scott Olsen, Kristi\nThelen, W. Austin Dodd\n\nThe Barron's rating is awarded annually in May based on information from the\nprior year Q4. Eligibility is based on quantitative factors and is not\nnecessarily related to the quality of the investment advice.\n\nFor more information on third-party rating methodologies, please visit\nubs.com/us/en/designation-disclosures\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fubs.com%2Fus%2Fen%2Fdesignation-disclosures&esheet=54535229&newsitemid=20260515814968&lan=en-US&anchor=ubs.com%2Fus%2Fen%2Fdesignation-disclosures&index=2&md5=d3ecea7752a5f8bc3758e6c6e52b3f18)\n.\n\nBarron’s Top 250 Private Wealth Management Teams, 2026\n\nWickham Cash Partners (Charlotte, NC): Mitchell Wickham, Greg Cash, Trevor\nHoke\n\nConstellation Wealth Management (Hallandale, FL): Nick Sadowsky, Worth Boyce,\nMissy Fierman\n\nBV Group (Boca Raton, FL): Michael Bober, Ed Ventrice, Alex Santos\n\nLongBernstein Wealth Management (Philadelphia and Dallas): Ryan Long, Brad\nBernstein\n\nOakRing Wealth Partners (Alpharetta, GA): David Saltzman, Kevin King, Kevin\nHaynes\n\nThe Barron's rating is awarded annually in May based on information from the\nprior year Q4. Eligibility is based on quantitative factors and is not\nnecessarily related to the quality of the investment advice.\n\nFor more information on third-party rating methodologies, please visit\nubs.com/us/en/designation-disclosures\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fubs.com%2Fus%2Fen%2Fdesignation-disclosures&esheet=54535229&newsitemid=20260515814968&lan=en-US&anchor=ubs.com%2Fus%2Fen%2Fdesignation-disclosures&index=3&md5=7fab07774d137b538f95658ac3e80774)\n.\n\nThis year’s Top 100 Financial Advisors, Top 100 Institutional Consulting\nTeams and Top 250 Private Wealth Management Teams and lists from Barron’s\nare compiled based on a variety of criteria including revenue produced for\ntheir firm, assets under management, quality of practice, and regulatory\nrecord.\n\nFor the full list and further information, visit:\n\nhttps://www.barrons.com/advisor/report/top-financial-advisors/100 \n(https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fwww.barrons.com%2Fadvisor%2Freport%2Ftop-financial-advisors%2F100&esheet=54535229&newsitemid=20260515814968&lan=en-US&anchor=https%3A%2F%2Fwww.barrons.com%2Fadvisor%2Freport%2Ftop-financial-advisors%2F100&index=4&md5=420315822873030d8aee9c00d12a0e36)\n\nhttps://www.barrons.com/advisor/report/top-financial-advisors/ \n(https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fwww.barrons.com%2Fadvisor%2Freport%2Ftop-financial-advisors%2F&esheet=54535229&newsitemid=20260515814968&lan=en-US&anchor=https%3A%2F%2Fwww.barrons.com%2Fadvisor%2Freport%2Ftop-financial-advisors%2F&index=5&md5=a1c00f0524ca5697e8a67c71e1aaf76f)\n\nhttps://www.barrons.com/advisor/report/top-financial-advisors/private-wealth\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fwww.barrons.com%2Fadvisor%2Freport%2Ftop-financial-advisors%2Fprivate-wealth&esheet=54535229&newsitemid=20260515814968&lan=en-US&anchor=https%3A%2F%2Fwww.barrons.com%2Fadvisor%2Freport%2Ftop-financial-advisors%2Fprivate-wealth&index=6&md5=ed2d506c3c4baa019a06a4ea68635b66)\n\nNotes to Editors\n\nAbout UBS\n\nUBS is a leading and truly global wealth manager and the leading universal\nbank in Switzerland. It also provides diversified asset management solutions\nand focused investment banking capabilities. UBS manages 7 trillion dollars of\ninvested assets as per the fourth quarter 2025. UBS helps clients achieve\ntheir financial goals through personalized advice, solutions and products.\nHeadquartered in Zurich, Switzerland, the firm is operating in more than 50\nmarkets around the globe. UBS Group shares are listed on the SIX Swiss\nExchange and the New York Stock Exchange (NYSE).\n\n© UBS 2026. All rights reserved. The key symbol and UBS are among the\nregistered and unregistered trademarks of UBS. For press use only.\n\n\n\nView source version on businesswire.com:\nhttps://www.businesswire.com/news/home/20260515814968/en/\n(https://www.businesswire.com/news/home/20260515814968/en/)\n\nMedia Contact: \n\nScott Gamm\n\nStrategy Voice Associates\n\nscott@strategyvoiceassociates.com \n(mailto:scott@strategyvoiceassociates.com) \nhttps://www.ubs.com\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fwww.ubs.com&esheet=54535229&newsitemid=20260515814968&lan=en-US&anchor=https%3A%2F%2Fwww.ubs.com&index=7&md5=68c3bf955ec7187752211c301a1b6b35)\n\n\nCopyright Business Wire 2026"},"type":"article","timestamp":"2026-05-15T12:00:00.344770867Z","server_sent_at_ms":1778846400344},"received_at":"2026-05-15T12:00:00.436Z","source_url":"https://www.businesswire.com/news/home/20260515814968/en/"},"analysis":{"id":"25804","press_release_id":"36356","analysis_json":{"industry":{"label":"Diversified Financial Services","sector":"Financials"},"redFlags":[],"eventType":"operations_update","narrative":"UBS announced that several advisors in its Southeast Wealth Management Region were recognized by Barron’s in its 2026 Top 100 Financial Advisors, Top 100 Institutional Consulting Teams, and Top 250 Private Wealth Management Teams lists.\n\nGreg Cash and Mitchell Wickham of Wickham Cash Partners in Charlotte were named to the Top 100 Financial Advisors list for the sixth consecutive year.\n\nThe recognition is based on quantitative factors including revenue produced, assets under management, and regulatory record from the prior year’s fourth quarter.","sentiment":"neutral","agentHooks":{"shouldPost":false,"suggestedAngle":"Routine PR recognition for regional advisors; no material financial or strategic impact."},"keyFigures":{"customDimensions":{"assets_under_management":"7 trillion dollars"}},"quotedText":"Seeing so many of our advisors earn national recognition is incredibly rewarding and it speaks directly to the commitment and effort they devote to client service each and every day","namedEntities":{"people":[{"name":"Julie Fox","role":"Regional Director, Southeast"},{"name":"Greg Cash","role":"Financial Advisor"},{"name":"Mitchell Wickham","role":"Financial Advisor"},{"name":"L. Marc Shegoski","role":"Institutional Consultant"},{"name":"Linda Modico","role":"Institutional Consultant"},{"name":"David Sears","role":"Institutional Consultant"},{"name":"Leland Bishop","role":"Institutional Consultant"},{"name":"Leif Springer","role":"Institutional Consultant"},{"name":"William Cone","role":"Institutional Consultant"},{"name":"Scott Olsen","role":"Institutional Consultant"},{"name":"Kristi Thelen","role":"Institutional Consultant"},{"name":"W. Austin Dodd","role":"Institutional Consultant"},{"name":"Trevor Hoke","role":"Wealth Advisor"},{"name":"Nick Sadowsky","role":"Wealth Advisor"},{"name":"Worth Boyce","role":"Wealth Advisor"},{"name":"Missy Fierman","role":"Wealth Advisor"},{"name":"Michael Bober","role":"Wealth Advisor"},{"name":"Ed Ventrice","role":"Wealth Advisor"},{"name":"Alex Santos","role":"Wealth Advisor"},{"name":"Ryan Long","role":"Wealth Advisor"},{"name":"Brad Bernstein","role":"Wealth Advisor"},{"name":"David Saltzman","role":"Wealth Advisor"},{"name":"Kevin King","role":"Wealth Advisor"},{"name":"Kevin Haynes","role":"Wealth Advisor"},{"name":"Scott Gamm","role":"Media Contact"}],"products":[],"companies":[{"name":"UBS","ticker":"UBSG","relationship":"filer"},{"name":"Barron's","relationship":"rating agency"},{"name":"Wickham Cash Partners","relationship":"advisor team"},{"name":"Princeton/Park Avenue Investment Consulting","relationship":"advisor team"},{"name":"Capitol Group Institutional Consulting","relationship":"advisor team"},{"name":"UBS Institutional Consulting – Atlanta","relationship":"advisor team"},{"name":"Constellation Wealth Management","relationship":"advisor team"},{"name":"BV Group","relationship":"advisor team"},{"name":"LongBernstein Wealth Management","relationship":"advisor team"},{"name":"OakRing Wealth Partners","relationship":"advisor team"},{"name":"Strategy Voice Associates","relationship":"PR agency"}],"dollarAmounts":[{"amount":"7 trillion dollars","context":"invested assets managed by UBS as of Q4 2025"}]},"materialImpact":{"score":1,"reasoning":"This is a routine corporate PR announcement regarding third-party advisor rankings. It does not disclose new financial results, strategic shifts, or material operational changes. The recognition is based on prior-year quantitative metrics already reflected in the stock price."},"tickerRelevance":{"others":[],"primary":"UBSG"},"globalImportance":15,"audienceRelevance":20,"eventTypeSecondary":[],"importanceComponents":{"tickerTier":"mega-cap","eventGravity":"low","sectorWeight":"neutral","householdBrandBoost":"high","retailFavoriteBoost":"low"}},"event_type":"operations_update","event_type_secondary":null,"sentiment":"neutral","material_impact_score":1,"narrative":"UBS announced that several advisors in its Southeast Wealth Management Region were recognized by Barron’s in its 2026 Top 100 Financial Advisors, Top 100 Institutional Consulting Teams, and Top 250 Private Wealth Management Teams lists.\n\nGreg Cash and Mitchell Wickham of Wickham Cash Partners in Charlotte were named to the Top 100 Financial Advisors list for the sixth consecutive year.\n\nThe recognition is based on quantitative factors including revenue produced, assets under management, and regulatory record from the prior year’s fourth quarter.","key_figures":{"customDimensions":{"assets_under_management":"7 trillion dollars"}},"named_entities":{"people":[{"name":"Julie Fox","role":"Regional Director, Southeast"},{"name":"Greg Cash","role":"Financial Advisor"},{"name":"Mitchell Wickham","role":"Financial Advisor"},{"name":"L. 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