More than wealth. Life.

Private Wealth Management

EWP

What’s most important to you and your family? Why? Understanding you means understanding your world. That’s how we help our clients navigate the changes that shape our global economy. Whether advising C-suite executives, engaging entrepreneurs or working across each generation of exceptional families, we bring the multigenerational perspective and broad access of a Private Wealth Management team.

Executive at City Window

Private Wealth Management

As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

Executive decisions

Executive decisions

Launch. Evolve. Exit your business.

Launch. Evolve. Exit your business.

Our Process

Our Process

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.

  • CM BW

    Casey Marsh, CFP®

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MT
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • 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 Management 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 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
      • Rick BW

        Richard Corman, Strategic Partner

        Senior Vice President–Wealth Management

        Financial Advisor

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

        Rick is a Financial Advisor and the cofounder of Executive Wealth Partners (EWP). Rick has been an advisor for over 40 years and values connecting with clients and learning about the important things; their families, their values, the impact they have on others. Over the course of his career Rick has utilized his knowledge, skills and expertise to create comprehensive financial plans that address our clients’ priorities.

        Rick brings extensive experience to the team. He began his Wealth Management career at Paine Webber in 1976. Prior to joining UBS in 2009, Rick served as a Financial Advisor at Smith Barney and its predecessor firms since 1982. He served in the United States Air Force before studying Finance at the University of Cincinnati.

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

              8044 Montgomery Road
              The Towers At Kenwood
              Cincinnati, OH 45236
            • AP BW

              Austin Poston, CRPC®, Strategic Partner

              Financial Advisor

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              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • ID
              • IL
              • IN
              • KY
              • LA
              • MA
              • MD
              • ME
              • MI
              • MT
              • NC
              • NJ
              • NV
              • NY
              • OH
              • OR
              • PA
              • 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 advising private clients on their family business, their own 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 Bachelor of Arts in Politic Science and a Minor in Business Law from Miami University. He is also 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 Planning Counselor
                  • CERTIFIED FINANCIAL PLANNER™
                  8044 Montgomery Road
                  Suite 100W
                  Cincinnati, OH 45236
                • AH BW

                  Antonella Hudson, CFP®

                  Associate Director

                  Team Business Manager

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                  • AK
                  • AL
                  • AR
                  • AZ
                  • CA
                  • CO
                  • CT
                  • DC
                  • DE
                  • FL
                  • GA
                  • HI
                  • IA
                  • ID
                  • IL
                  • IN
                  • KS
                  • KY
                  • LA
                  • MA
                  • MD
                  • ME
                  • MI
                  • MN
                  • MO
                  • MS
                  • MT
                  • NC
                  • ND
                  • NE
                  • NH
                  • NJ
                  • NM
                  • NV
                  • NY
                  • OH
                  • OK
                  • OR
                  • PA
                  • PR
                  • RI
                  • SC
                  • SD
                  • TN
                  • TX
                  • UT
                  • VA
                  • VI
                  • VT
                  • WA
                  • WI
                  • WV
                  • WY

                  Antonella is the Team Business Manager for Executive Wealth Partners (EWP), a UBS Private Wealth Management team. In this role, Antonella is responsible for supporting our clients in the areas of service, wealth planning, operations and compliance, in addition to the day-to-day administration of the team. 

                  Antonella brings in-depth industry experience, is a CERTIFIED FINANCIAL PLANNER™ professional, and holds the FINRA Series 7, 63, 66, 9 and 10. Previously, Antonella was a member of the management team as the Market Client Relationship Manager at Merrill Lynch/Bank of America.

                  Antonella was born in Santa Cruz, Bolivia, and grew up in Bluffton, South Carolina. She resides in Cincinnati with her husband and daughter and their two dogs. Antonella holds a Bachelor of Arts, Cum Laude, in Economics and Organizational Management and Minor in Spanish from Agnes Scott College in Decatur, Georgia. She speaks fluent Spanish as well. Antonella is grateful to be a member of the Junior League of Cincinnati and enjoys giving back to her community.

                      • Team Business Manager
                      • CERTIFIED FINANCIAL PLANNER™
                      • Certified Private Wealth Advisor®
                      8044 Montgomery Road
                      Cincinnati, OH 45236
                    • MC BW

                      Manda Cash

                      Client Associate

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                      • AL
                      • AR
                      • AZ
                      • CA
                      • CO
                      • CT
                      • DC
                      • FL
                      • GA
                      • IA
                      • IL
                      • IN
                      • KY
                      • MA
                      • MD
                      • MI
                      • MN
                      • NC
                      • NH
                      • OH
                      • OK
                      • PA
                      • SC
                      • TX
                      • VA
                      • WA

                      Manda began her Wealth Management career with UBS in 2020 after spending time with a marketing firm as a Senior Client Service Manager. In this role, Manda developed strong relationships with top consumer brands. Manda joined Executive Wealth Partners team as a Senior Registered Client Associate in 2021. Manda is passionate about providing exceptional service while also becoming a trusted partner for her client’s financial needs. Manda holds her Series 7 and 66. 

                      Manda attended the University of Dayton (UD) and was a pitcher on the UD Softball team and served as one of the team captains both her junior and senior year. After graduating from UD, she continued her softball career in Basel, Switzerland where she played with a team for three months.  While abroad in Switzerland, she also traveled to Barcelona, Rome, Florence, Amsterdam, and Helsinki.  Manda loved living in Switzerland and especially loved the chocolate, cheese and hiking in the Alps!

                      Manda lives in Oakley and enjoys spending time with family and friends, being active and traveling.

                       

                            8044 Montgomery Road
                            Suite 100W
                            Cincinnati, OH 45236

                          UBS Private Wealth Management

                          You. Connected.

                          There are two sides to every dream. When it comes to caring for the family you love, the business you’ve built and the legacy you create, we believe connection is the key to transforming ideas into actions.

                          • Dreamers and doers
                          • Intellects and experts
                          • Planners and practitioners
                          They inform our thinking, fuel our ambitions and help us invest for a better world. And they’re here.

                          You. Connected.

                          Backed by the strength of UBS

                          A global leader in wealth management

                          $5+ trillion

                          In invested assets globally 
                          As of 11/07/2023

                          51 countries

                          Our global footprint

                          Global leader

                          UBS is a world-leading wealth manager

                          Insights