Expertise you can count on

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®

Senior Vice President – Wealth Management
Private Wealth Advisor
Certified Investment Management Analyst (CIMA®)
216-736-8308
william.murphy@ubs.com
Visit my personal page


Registered States:
AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, MA, MD, MI, MN, NC, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, WA


Owen C. Mcbride, CFP®, CLU

Senior Vice President – Wealth Management
Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Chartered Life Underwriter (CLU)
216-736-2807
owen.mcbride@ubs.com


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


Chad A. Hartup, CFP®, CRPC®, CLU

Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Chartered Retirement Planning Counselor (CRPC®)
Chartered Life Underwriter (CLU)
216-736-3600
chad.hartup@ubs.com


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


Jeffrey Berger, CIMA®

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


Registered States:
AZ, CT, FL, IL, MA, OH


Dorothy L. Gindlesperger

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


Registered States:
OH