Experience Makes all the difference

With a depth of experience that gives us a grounded perspective on the markets and life, our team delivers independent, objective financial guidance to a select group of individuals and families. Our process for creating relevant financial solutions is built on a deep understanding of your financial goals, the knowledge and expertise to offer practical solutions and the wisdom to help you make the right decisions.

 

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Financial Advisor
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216-736-8308

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Owen C. Mcbride, CFP®, CLU®, CEPA®

Managing Director - Wealth Management
Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™
Chartered Life Underwriter (CLU®)
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216-736-2807

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For more than 35 years, Owen has been helping affluent clients solve complex financial challenges by anticipating their needs and always putting their best interests first. As a co-founder of The Cleveland Wealth Management Team, Owen’s reliability, knowledge and effective attention to detail has resulted in a highly personalized client experience and long-lasting relationships. He prides himself, and the entire team, on the ability to integrate all aspects of their clients’ lives into a comprehensive financial plan.

An advisor and mentor, Owen’s guidance helps his clients confidently face their decision-making process. He focuses on financial and retirement planning, integrating investment and liquidity management with cash flow, estate planning, multigenerational wealth transfer, employee benefits, tax mitigation, and estate, philanthropy and other special considerations to deliver a complete solution.


“My goal is always to be my clients’ trusted advisor and provide thoughtful advice regarding any financial issue that may arise.”


Experience

  • 35 years of experience
  • Started in financial services as an equity trader at Roulston Research, 1983
  • Dean Witter, 1985
  • Key Private Bank, 1988
  • Joined UBS in 1993
  • Co-founded The Cleveland Wealth Management Team in 2002

Accomplishments

  • Forbes Best-in-State Financial Advisors, 2018, 2019
  • Certified Financial PlannerTM (CFP®)
  • Chartered Life Underwriter® (CLU®)
  • Certified Exit Planning Advisor (CEPA)
  • UBS Private Wealth Management accreditation
  • Series 7, 31, 63 and 65 securities licenses
  • B.A., finance, Xavier University

Life

  • Resides in Fairview Park, OH with his wife, Nancy
  • Active volunteer with The Cleveland Food Bank and HandsOn NEO
  • Member, Financial Planning Association, Xavier University Alumni Association and the Cleveland Yachting Club
  • Enjoys time with family, reading, travel and boating to work
  • Past Board Member of Northeast Ohio Financial Planners Association
  • Serves the underprivileged at William M. Cosgrove Center


Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV


Daniel Mckenna

Senior Vice President - Wealth Management
Financial Advisor
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216-736-3603

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For more than 32 years, Dan has been a Financial Advisor to families at each stage of life, from watching children grow, to college planning, to pursuing the interest for retirement and beyond. Dan handles all aspects of financial planning, investment strategy and implementation, portfolio reviews, business planning and proactive outreach.

From an early age, growing up in New Jersey, Dan was exposed to the financial services industry. He recognizes the importance of hard work, especially when it comes to helping provide a secure future for one’s family. The result of this dedication is a long history with a close group of clients, many of whom now call Dan a friend. And today, Dan has achieved President’s Club status, which ranks him among the top Advisors in the firm.


“I have had the honor of watching clients raise their families, living their lives to the fullest and helping them plan for the future.”


Experience

  • More than 32 years of experience in the financial services industry
  • First Jersey Securities, Inc., 1986
  • Fidelity Brokerage Services, Inc., 1988
  • Dan worked with UBS predecessor firms Society Investments, Inc. (1993), Key Investments (1995) and McDonald Investments (1999).

Accomplishments

  • B.S., finance, Miami University (Ohio)
  • Series 7, 31, 63 and 65 securities licenses as well as the life and health insurance licenses

Life

  • Volunteer, St. Ignatius—Spiritual Program for Adults
  • Enjoys spending time with family, travel, golf, theatre, snowboarding and music


Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV


Chad A. Hartup, CFP®, CRPC®, CLU

Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
Certified Divorce Financial Analyst (CDFA®)
Visit my personal page
216-736-3600
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Because of Chad’s personalized approach to financial planning, developed over 20 years of experience and through extensive training, he leads The Cleveland Wealth Management Team’s planning practice. Chad works closely with clients to help meet their complex wealth management needs through comprehensive risk assessment and by modelling scenarios that address their most important opportunities and challenges.

Handling the day-to-day operations for the team, Chad is focused on a range of crucial client-facing responsibilities. These include client outreach, discovery, review meetings and ongoing service. He works closely with each member of the team to develop and implement financial plans, coordinate investment strategies and monitor client portfolios. Throughout, Chad is dedicated to helping clients feel prepared and on track to meeting their goals.


“I believe that wealth management advice can only be delivered with a comprehensive understanding of the clients’ needs, wants and wishes. It is from here that you can begin to understand the clients’ motivations and personal feelings about their finances and in turn develop mutual trust.”


Experience

  • Entire 20-year career with UBS, beginning in 1999
  • Founding member of Cleveland Wealth Management Team in 2002

Accomplishments

  • Certified Financial PlannerTM (CFP®)
  • Chartered Retirement Planning CounselorSM (CRPC®)
  • Chartered Life Underwriter® (CLU®)
  • Certified Divorce Financial Analyst® (CDFA®)
  • Member: Financial Planning Association, Society of Financial Service Professionals
  • Series 7, 31, 63 and 65 securities licenses as well as the life and health insurance licenses
  • B.A., English, Baldwin Wallace University

Life

  • Resides in Cleveland, OH with his wife, Lauren, and their Shih Tzu, Misty
  • He is active in the community and is the past president of Minds Matter of Cleveland, a volunteer-led organization committed to helping high-achieving students from low-income families gain admission to colleges and universities.
  • Enjoys trivia and reading


Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI


Jeffrey Berger, CIMA®

Senior Wealth Strategy Associate
Certified Investment Management Analyst (CIMA®)
216-736-3649
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As The Cleveland Wealth Management Team’s chief investment strategist, Jeff is committed to delivering world-class service and helping the team’s clients pursue their financial goals.

Jeff handles all aspects of managed products due diligence, including mutual funds, exchange traded funds, separately managed accounts and alternative investments. He helps make sure that clients’ portfolios maintain consistency with their risk profile and time horizon.


“We always keep the interests of the clients first. There is no more rewarding experience than helping someone achieve their goals.”


Experience

  • More than 18 years of experience in the financial services industry
  • McDonald Investments, 2001 (Head of mutual fund diligence)
  • Joined UBS in 2007

Accomplishments

  • Certified Investment Management Analyst® (CIMA®)
  • Member, Investment Management Consulting Association
  • Series 6, 7, 24, 63 and 66 securities licenses as well as the life, accident, health and variable insurance licenses
  • B.A., finance, Baldwin Wallace University

Life

  • Volunteers with local organizations, including: Minds Matter of Cleveland, a volunteer-led organization committed to helping high-achieving students from low-income families gain admission to colleges and universities; The Cleveland Food Bank; and Bishop William M. Cosgrove Center
  • Enjoys spending time with family and loved ones


Kevin Murphy, CFP®

Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
216-736-2817
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As one of The Cleveland Wealth Management Team’s financial planners, Kevin is dedicated to developing the kind of trust that leads to building comprehensive plans for the team’s clients and their families. Specifically, he helps set strategies that can control expenditures, establishes retirement goals, targets educational savings, plans for wealth accumulation and determines clients’ estate planning objectives.

In addition, Kevin is the team’s banking specialist. In this capacity, he helps clients fully access the benefits of UBS’s banking resources. He also helps clients with their day-to-day banking activities and needs.


“I am passionate about growing and maintaining solid relationships with our clients. I truly care about the well-being of our clients and I help set the steps that they can take to make sure they accomplish their goals.”


Experience

  • More than five years of financial services experience
  • Fidelity Investments, 2013
  • Joined UBS in 2018

Accomplishments

  • Certified Financial PlannerTM (CFP®)
  • Series 7, 63 and 65
  • M.B.A., St. Bonaventure University
  • B.A., accounting, St. Bonaventure University

Life

  • Resides in Lakewood, OH with his wife Lauren
  • Enjoys spending time with family and friends, vacationing on Catawba Island on Lake Erie and playing golf


Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI, WV


Erin Elizabeth Ventura

Senior Wealth Strategy Associate
216-736-2808
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Experience:

  • Joined UBS in 2016
  • More than 3 years' experience in financial services industry
  • Previous Experience: NS Charney & Associates, 2012 – 2013, Planet Forward, 2013 - 2016
  • Primary Focus: Administrative Management, Client Information Management, Insurance, Marketing

Accomplishments:

  • B.A., English, B.A., Women's Studies, The Ohio State University 
  • Series 7 and 66, as well as the life, accident, health and variable insurance licenses

Life:

  • Resides in Westlake with her husband, Mark, and her son, Mark Owen. She enjoys spending time with family and cheering on the Browns and Buckeyes


Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI, WV


Dorothy L. Gindlesperger

Senior Client Service Associate
216-736-3654
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Dot is responsible for working directly with the team’s high net worth clients by providing excellent client service, being proactive with clients’ needs and earning the trust of clients by providing integrity and excellence to create a memorable client experience. 

Experience

  • Dot has over 40 years in the financial services industry.
  • National City Bank, 1991-1993
  • Prescott, Ball & Turben, 1980-1991
  • Joined UBS in 1993

 Accomplishments

  • Series 7 securities license 
  • B.A., finance, Baldwin Wallace University


Registered States:
OH