Experience

Makes all the difference

William G. Murphy, CIMA®, CEPA®,

Managing Director–Wealth Management

Financial Advisor

As a founding partner of The Cleveland Wealth Management Team, Bill has nearly 35 years of experience delivering investment guidance and financial education to exceptional multigenerational families, successful entrepreneurs, C-suite executives and select organizations. With direct access to the resources and strategic solutions of UBS Private Wealth Management, Bill leads a team of highly accomplished professionals whose knowledge, integrity and accountability are focused on providing an elite client experience.

Bill offers a specific focus on the complex wealth management needs of families that have passed wealth across generations. Building close relationships with each generation within a family, he and his team offer comprehensive solutions that look beyond immediate needs to offer holistic strategies including cash flow, tax mitigation, asset preservation, liability management, estate planning and philanthropy.

Experience

  • Nearly 35 years of experience
  • Started in financial services in 1985 with Dean Witter
  • Joined UBS in 1991
  • Co-founded The Cleveland Wealth Management Team in 2002

Accomplishments

  • Certified Investment Management Analyst® (CIMA®)
  • Certified Exit Planning Analyst (CEPA)
  • UBS Private Wealth Management accreditation
  • Series 7, 31, 63 and 65
  • Member, Investment Management Consulting Association
  • B.A., accounting, Cleveland State University

Life

  • Resides in Hinkley, OH with his wife, Mary
  • Member of the board, Legatus and Southwest Community Health Foundation
  • Active with the Catholic Church as a member and in raising funds for the medical needs of people in El Salvador
  • Enjoys traveling, spending time with family, boating and golfing

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

Recognized as an industry leader:

  • Barron's Top 1,200 Financial Advisors, 2022, 2023
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

600 Superior Ave E
27th Floor
Cleveland, OH 44114

Email Me

william.murphy@ubs.com
William G. Murphy, CIMA®, CEPA®,
600 Superior Ave E,Cleveland,OH,44114

Owen McBride

Managing Director–Wealth Management

Financial Advisor

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.


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

Recognitions

  • Certified Financial PlannerTM (CFP®)
  • Chartered Life Underwriter® (CLU®)
  • Certified Exit Planning Advisor (CEPA)

Education and Credentials 

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

Recognized as an industry leader:

  • Barron's Top 1,200 Financial Advisors, 2022, 2023, 2024
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

600 Superior Avenue East
26th + 27th Floor
Cleveland, OH 44114

Email Me

owen.mcbride@ubs.com
Owen McBride
600 Superior Avenue East,Cleveland,OH,44114

Daniel McKenna

Senior Vice President–Wealth Management

Financial Advisor

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.

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).

Education 

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

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

600 Superior Avenue East
26th + 27th Floor
Cleveland, OH 44114

Email Me

daniel.mckenna@ubs.com
Daniel McKenna
600 Superior Avenue East,Cleveland,OH,44114

Chad A. Hartup, CFP, CRPC, CLU

Senior Wealth Strategy Associate

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.

Experience

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

Education and credentials 

  • 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
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
600 Superior Avenue East
26th + 27th Floor
Cleveland, OH 44114

Email Me

chad.hartup@ubs.com
Chad A. Hartup, CFP, CRPC, CLU
600 Superior Avenue East,Cleveland,OH,44114

Jeffrey Berger, CIMA®

Senior Wealth Strategy Associate

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.

Experience

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

Education and credentials

  • 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

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
600 Superior Avenue East
26th + 27th Floor
Cleveland, OH 44114

Email Me

jeffrey.berger@ubs.com
Jeffrey Berger, CIMA®
600 Superior Avenue East,Cleveland,OH,44114

Kevin Murphy, CFP®

Senior Wealth Strategy Associate

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.

Experience

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

Education and credentials

  • 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
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
600 Superior Avenue East
26th + 27th Floor
Cleveland, OH 44114

Email Me

kevin.g.murphy@ubs.com
Kevin Murphy, CFP®
600 Superior Avenue East,Cleveland,OH,44114

Erin Ventura

Senior Wealth Strategy Associate

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

Education and credentials:

  • 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
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
600 Superior Avenue East
26th + 27th Floor
Cleveland, OH 44114

Email Me

erin.ventura@ubs.com
Erin Ventura
600 Superior Avenue East,Cleveland,OH,44114

Dorothy Gindlesperger

Senior Client Associate

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
600 Superior Avenue East
26th + 27th Floor
Cleveland, OH 44114

Email Me

dorothy.gindlesperger@ubs.com
Dorothy Gindlesperger
600 Superior Avenue East,Cleveland,OH,44114