A plan for today, tomorrow and generations to come

Executive Wealth Partners

Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

Private Wealth Management is a division within UBS Financial Services Inc.

Executive at City Window

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Launch. Evolve. Exit your business.

Executive decisions

Change your community. Change the world.

Our Process

Woman reading

The power of investing now

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Casey Marsh

    Casey Marsh, CFP

    Senior Vice President–Wealth Management

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    Rank
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • MI
    • MT
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OR
    • RI
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI
    • WV

    Casey is a Private Wealth Advisor and the cofounder of Executive Wealth Partners (EWP), a UBS Private Wealth team. A team that truly understands highly successful families. EWP strives to be the trusting source of advice, knowledge and stewardship in helping to define and build legacies. Within the exclusive Private Wealth Management division of UBS, EWP provides access to the full scope of the firm's institutional, asset management and wealth management resources.

    Managing significant wealth can be complex. It takes insight and clarity. EWP sweats the details and simplifies their clients’ lives by anticipating their needs and providing proactive advice and service. Whether their client is an executive, business owner, or entrepreneur, EWP leverages their experience in knowing what questions to ask to understand goals, vision, and purpose of their clients.  EWP works diligently to build strong, long-term relationships while creating positive outcomes for their clients. 

    Casey brings extensive experience to his current role and has leveraged that in building a strong team. Previously, Casey was a Private Wealth Advisor in Merrill’s private wealth management division and led Morgan Stanley Smith Barney’s corporate executive services group in New York, NY. Throughout his career, Casey has specialized in advising C-suite public and private company executives, helping them to better manage their concentrated equity exposure.

    Casey was born and raised in Cincinnati and resides here with his family. Casey and his wife love the small city feel of Cincinnati and enjoy cheering for their local sports teams with their two young boys. Casey graduated from Denison University with a major in economics and a minor in chemistry. Casey is grateful to serve on the board of directors for the Urban League of Greater Southwestern Ohio and Denison's advisory board to the president.

        • Private Wealth Advisor
        • CERTIFIED FINANCIAL PLANNER™
        8044 Montgomery Road
        Cincinnati, OH 45236
      • Richard Corman

        Richard Corman, Strategic Partner

        Senior Vice President–Wealth Management

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        Rank
        • AZ
        • CA
        • CO
        • DC
        • DE
        • FL
        • GA
        • ID
        • IL
        • IN
        • KY
        • LA
        • MA
        • MD
        • MI
        • MT
        • NC
        • NJ
        • NV
        • NY
        • OH
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI

        It’s the important things—our families, our values, the impact we have on others—that connect us. And although making sense of it all can be hard, asking the right questions can make things clearer. So when I talk to you about wealth management, I want to learn about those life questions that are on your mind. “Should I start my own business? Is it better to leave my kids everything? Or nothing? How do I set up a charitable fund? Will my family be ok when I’m gone?” Together, I know we can find the answers.

        Whatever your concerns, I can help you create a comprehensive financial plan to address your important priorities. Over the last 40 years, I have put my experience to work for each of my  clients, helping them find the best way forward to pursue the goals that truly matter.

        Rick served in the United States Air Force before studying Finance at the University of Cincinnati. Prior to joining UBS in 2009, Rick served as a financial advisor at Smith Barney and its predecessor firms since 1982. He began his career at Paine Webber in 1976. Rick is the head
        of asset allocation strategy and investment selection for the team.

        Rick is an active supporter of the Cincinnati SPCA. He lives in Indian Hill with his wife, Diane, and their border collie, Wyatt.

              8044 Montgomery Road
              Suite 100W
              Cincinnati, OH 45236
            • Austin Poston

              Austin Poston, CRPC, Strategic Partner

              Financial Advisor

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              • AZ
              • CA
              • CO
              • DC
              • DE
              • FL
              • GA
              • ID
              • IL
              • IN
              • KY
              • LA
              • MA
              • MD
              • MI
              • MT
              • NC
              • NJ
              • NV
              • NY
              • OH
              • OR
              • RI
              • SC
              • TN
              • TX
              • VA
              • WA
              • WI
              • WV

              Austin began his Wealth Management career with Merrill Lynch in 2017 after shifting his professional focus away from corporate clientele to advise private clients on the Family Business that is their personal balance sheet. Today, as a lead Financial Advisor and credentialed partner with Executive Wealth Partners, he continues to evolve his knowledge and skills, tailoring them to the sophisticated planning and investment needs of the firm’s most successful clients and their families. He values each opportunity to connect with those clients, understanding what matters to them and the impact they hope to make in the world, while in turn learning about their lives, their businesses and their accomplishments. One of Austin’s favorite focuses is on strengthening current relationships through strategic wealth planning with the next generation in mind—his generation—which makes his insight especially real and relevant.

              Austin received his B.A. from Miami University. Along with holding FINRA Series 7 and 66 registrations, Austin is a Certified Retirement Planning Counselor®.

              Austin lives in Mt. Lookout in Cincinnati with his fiancé, Catherine, and their rescue dog, Aspen. Austin’s personal interests include supporting Cincinnati’s small businesses, exploring the ever-growing local restaurant scene, and appreciating the unique and historic architecture Cincinnati neighborhoods have to offer, especially while out walking the dog.

                  • Chartered Retirement Plans Specialist℠
                  8044 Montgomery Road
                  Suite 100W
                  Cincinnati, OH 45236
                • Sheila Photo

                  Sheila Simmons, CEPA

                  Vice President–Wealth Management

                  Financial Advisor

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                  • AZ
                  • CA
                  • CO
                  • DC
                  • DE
                  • FL
                  • GA
                  • ID
                  • IL
                  • IN
                  • KY
                  • LA
                  • MA
                  • MD
                  • ME
                  • MI
                  • MT
                  • NC
                  • NJ
                  • NV
                  • NY
                  • OH
                  • OR
                  • PR
                  • RI
                  • SC
                  • TN
                  • TX
                  • VA
                  • WA
                  • WI
                  • WV

                  Early in her wealth management career, after earning the hearts of minds of several successful business owners who experienced significant liquidity events, she knew very quickly that this was the client segment she wanted to advise.  As Sheila continued to deepen her knowledge and understanding of the needs and issues that business owners are faced with, she decided to obtain her CEPA designation (Certified Exit Planning Advisor).

                  As a CEPA, Sheila is part of an elite group of business advisers who are trained in aiding clients grow, preserve, and transfer business wealth by helping owners and their families successfully plan and execute ownership transition.  Her passion continues to grow as she realizes that many of her business owner clients need real guidance as they begin to consider exiting their companies and shifting their wealth onto their personal balance sheet.  As a result, she has dedicated her career to becoming the trusted advisor to business owners and their families.  She also holds FINRA Series 7 and Series 66 registrations along with life, health, and annuity insurance licenses.

                  Today, as a credentialed partner of the Executive Wealth Partners team, Sheila continues to work closely with business owners and their outside professional advisors i.e; cpa, attorney, et al.  With close to 20 years of experience in the financial industry, she and her team are qualified to assist clients with business succession planning, estate and retirement planning, asset allocation, complex lending solutions, insurance solutions, and tax strategy.

                  Not only is Sheila a professional, she is also a mother to one son, Tommy (16).  Her personal interests include traveling, fishing, swimming, home décor, and experiencing amazing food.  She also sits on various boards including, the Cincinnati Parks Foundation and the Family Nurture Center.  She received her B.A. from the University of Cincinnati and is currently a candidate for her MBA at Xavier University.

                        8044 Montgomery Road
                        Suite 100W
                        Cincinnati, OH 45236
                      • Michelle Thomas

                        Michelle Thomas

                        Team Administrator

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                        • AZ
                        • CA
                        • CO
                        • DC
                        • DE
                        • FL
                        • GA
                        • ID
                        • IL
                        • IN
                        • KY
                        • MA
                        • MI
                        • MN
                        • MT
                        • NC
                        • NJ
                        • NV
                        • NY
                        • OH
                        • OR
                        • SC
                        • TN
                        • TX
                        • VA
                        • WA
                        • WI
                        • WV

                        Michelle has worked in wealth management since 1993. Prior to joining Casey Marsh in 2018 at Merrill Lynch, she spent her entire career at Morgan Stanley where she was recognized for her integrity, leadership, and dedication to client service with a promotion to Assistant Vice President.

                        With her new role at UBS as Team Administrator she manages the administrative and operational needs of the Executive Wealth Partners team in addition to servicing ultra-high-net-worth clients.

                        She holds a Bachelor of Science in Business Administration and Finance from California State University, East Bay as well as the FINRA Series, 7, 66, 9, and 10. Michelle enjoys gardening, landscape design, hiking, and travel. She lives in Wyoming, Ohio.

                              8044 Montgomery Road
                              Cincinnati, OH 45236
                            • Ashley Monk

                              Ashley Monk

                              Senior Client Associate

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                              • AZ
                              • CA
                              • CO
                              • DC
                              • DE
                              • FL
                              • GA
                              • ID
                              • IL
                              • IN
                              • KY
                              • MA
                              • MI
                              • MT
                              • NC
                              • NJ
                              • NV
                              • NY
                              • OH
                              • OR
                              • SC
                              • TN
                              • TX
                              • VA
                              • WA
                              • WI
                              • WV

                              Ashley began her career at a small regional bank in 2008.  She eventually moved to JPMorgan Chase as a Private Client Banker, then to Merrill Lynch as a Wealth Management Banking Specialist overseeing the banking initiative for Wealth Management clients of the 4 regional Merrill offices.  In 2019, she joined a Merrill Lynch Wealth Management team as a Client Associate.  In 2021 she joined the Executive Wealth Partners team as the Senior Registered Client Associate.  Ashley is passionate about providing exceptional service while also becoming a trusted partner for her client’s financial needs.  Ashley holds her Series 7, 66 and Ohio Life & Annuity licenses. 

                              Ashley is a volunteer with the Cincinnati Observatory and a volunteer Court Appointed Special Advocate (CASA) for children in the Butler County Social Services system.  She is temporarily inactive as a CASA to pursue further certification for financial planning but is highly anticipating her return to advocating in court for children in social services care.

                              Ashley lives in Loveland and enjoys weight-training, hiking, gardening, traveling, and reading.   

                                    8044 Montgomery Road
                                    Cincinnati, OH 45236

                                  Are you ready for anything?

                                  A Liquidity strategy can help.

                                  In a world of uncertainties—like market volatility or rising inflation—it’s no wonder 70% of investors surveyed say they want to boost their emergency savings. So how can you move forward with confidence? Have a strategy for the cash you need right now. Click to watch how.

                                  Source: UBS Investor Watch, The new valuables; June 2021: 3,800 investors surveyed in 15 markets around the world; May 2021.

                                  Backed by the strength of UBS

                                  A global leader in wealth management

                                  $3.3 trillion

                                  In invested assets globally 
                                  As of 12/31/2021

                                  51 countries

                                  Our global footprint

                                  Global leader

                                  UBS is a world-leading wealth manager

                                  95

                                  Collective years of experience

                                  4

                                  Advisors on the team

                                  7 person

                                  seasoned team