Experience Makes all the difference

Employing a comprehensive, yet focused, approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.

William G. Murphy, CIMA®, CEPA®,

Senior Vice President - Wealth Management
Private Wealth Advisor
Certified Investment Management Analyst (CIMA®)
Certified Exit Planning Advisor (CEPA)
216-736-8308
william.murphy@ubs.com
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Bill is a founding partner of The Cleveland Wealth Management Team and a Senior Vice President within UBS Wealth Management. In 2018 Bill was listed on Forbes SHOOK Top 500 Financial Advisors.  He has 33 years of experience in the fields of investments and financial consulting. In addition to overseeing the strategic development of the team, Bill provides direction for all of Cleveland Wealth Management operations, plays a major role in client education and is responsible for the development of strategic solutions to help advise clients. In 2002, he co-founded The Cleveland Wealth Management Team creating a nationally recognized wealth management practice specializing in advising affluent families, corporate CEOs, highly successful entrepreneurs, families that have passed wealth from generation to generation and organizations with a variety of asset and debt management needs.

Bill has been the recipient of numerous awards and acknowledgements throughout his career.  Bill received his bachelor’s degree from Cleveland State University and maintains a variety of specialized designations including the coveted Certified Exit Planning Analyst® and Certified Investment Management Analyst® credentials. Bill and his wife, Mary, reside Hinkley, OH.


Registered States:
AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, MA, MD, ME, MI, MN, MT, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI


Owen C. McBride, CFP®, CLU®, CEPA®

Senior Vice President - Wealth Management
Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™
Chartered Life Underwriter (CLU®)
216-736-2807
owen.mcbride@ubs.com
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In 2002, Owen co-founded The Cleveland Wealth Management Team.  Owen has over 35 years' experience in the financial services industry and was recognized as a Forbes SHOOK Top 500 Financial Advisor for 2018.  Throughout his career, Owen has provided comprehensive and sophisticated financial planning services to high net worth and ultra-high net worth families. He received his B.A. in Finance from Xavier University. 

Owen's experience and advanced training gives him a unique perspective of financial planning. His comprehensive approach integrates all interrelated areas of his clients' financial lives (e.g. investments, cash flow, estate planning, multigenerational wealth transfer, employee benefits, risk management, philanthropy, tax considerations) to ensure cohesive implementation of appropriate strategies. Owen's goal is always to become his clients' trusted advisor and provide thoughtful advice regarding any financial issue that may arise.

Owen is a Certified Financial Planner®, a Chartered Life Underwriter®, a Certified Exit Planning Analyst®.  Owen lives in Fairview Park, OH with his wife Nancy.


Registered States:
AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, MA, MD, ME, MI, MN, MT, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI


Daniel McKenna

Senior Vice President - Wealth Management
Financial Advisor
440-356-5227
daniel.mckenna@ubs.com
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Dan has been a Financial Advisor to his clients for 32 years by understanding their needs and goals, and offering advice in complex, uncertain times. He is a member of the Cleveland Wealth Management Team and has achieved President's Club status, which ranks him among the top advisors in the firm.

Dan lives in Cleveland, OH with his wife Amy.


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


Chad A. Hartup, CFP®, CRPC®, CLU

Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
Certified Divorce Financial Analyst (CDFA™)
216-736-3600
chad.hartup@ubs.com
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Chad is a Certified Financial Planner®, Chartered Retirement Planning Counselor®, Chartered Life Underwriter® and Certified Divorce Financial Analyst® with the Cleveland Wealth Management Team. With over 20 years’ experience, he manages the team’s financial planning practice, working closely with individuals and families to develop customized strategic plans that help address various complexities of their financial life. Chad uses his knowledge and experience to model a variety of scenarios and conducts a comprehensive risk assessment to address possible critical issues. Chad’s main objective is to help clients pursue their goals as they evolve with time and help them feel more prepared to meet life’s financial challenges.

Chad earned his bachelor’s degree in English from the Baldwin Wallace University. He is active in the community and is the past president of Minds Matter of Cleveland.  Chad lives in Cleveland, OH with his wife Lauren, a registered nurse.


Registered States:
AZ, CA, CO, CT, FL, GA, IL, KY, MA, MD, MI, NJ, NV, NY, OH, PA, SC, TN, TX, WA


Jeffrey Berger, CIMA®

Senior Wealth Strategy Associate
Certified Investment Management Analyst (CIMA®)
216-736-3649
jeffrey.berger@ubs.com

Jeff serves as a Senior Wealth Strategy Associate for the Cleveland Wealth Management Team. In his role, he helps clients create investment portfolios consistent with their unique risk profile and time horizon. Before joining UBS Financial Services, Jeff was in charge of mutual fund due diligence at McDonald Investments. Jeff has earned the highly regarded Certified Investment Manager Analyst® designation.


Registered States:
AZ, CT, FL, IL, MI, NV, OH, TX


Kevin Murphy, CFP®

Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
216-736-2817
kevin.g.murphy@ubs.com

Kevin serves as a Senior Wealth Strategy Associate for the Cleveland Wealth Management Team. In his role, he helps clients create personal financial plans, control expenditures, set goals for retirement, children’s educational savings and design strategies for accumulating wealth. Before joining UBS Financial Services, Kevin was a relationship manager at Fidelity Investments. In his efforts to best serve his clients, Kevin has earned the highly regarded Certified Financial Planner® designation.


Registered States:
CO, CT, DC, DE, FL, IA, IL, MA, MD, ME, MI, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA


Dorothy L. Gindlesperger

Senior Client Service Associate
216-736-3654
dorothy.gindlesperger@ubs.com

Dot is responsible for working directly with the team's high net worth clients by providing excellent client service, being proactive for client's needs and earning the trust of client's by providing integrity and excellence to create a memorable client experience. 

Dot has  over 40 years in the financial services industry.  Dot currently holds the Series 7 securities license. 


Registered States:
OH


Sandra "Sandy" Vidovich

Senior Client Service Associate
440-356-5252
sandra.vidovich@ubs.com

Sandy is a member of the Cleveland Wealth Management Team and has over 17 years' experience in the financial services industry.  Prior to joining UBS Sandy worked at Huntington Bank and Mercer Global Advisors.  Sandy is responsible for working with the Cleveland Wealth Management Team's clients by providing high-level client services.


Registered States:
OH