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2024 Mid-Year Market Update

Date.July 17 2024

  • Justin Waring - Senior Total Wealth Strategist, UBS Global Wealth Management Chief Investment Office
Gateway

What is our top priority at Gateway Wealth Management? Helping our clients—a select group of successful families, entrepreneurs and corporate executives achieve the goals that matter most. How do we do it? Through sophisticated wealth management and strategic exit and transition planning, we help you navigate the financial maze that often comes with major life change—from the investment and liquidity challenges of transferring ownership of your privately held company to divorce and retirement.

As a team that includes a CERTIFIED FINANCIAL PLANNER™, Certified Exit Planning Advisor, Certified Divorce Financial Analyst®, Chartered Retirement Planning CounselorSM and Certified Investment Management Analyst®, our competence, experience and network of experts run deep. We look forward to delivering the advice you need to transition confidently and to make well-informed decisions for your business, your family and your future.

Advice for your evolving life and wealth

We believe that when it comes to helping you make important decisions about your current and long-term financial well-being, planning should always be our starting point. We have the insight and experience to guide you as you undertake each important milestone throughout your lifetime.

With our exit planning experience, we truly understand how to take business owners comfortably through the “owner to investor” transition.

- Andrew Kittelson, CEPA, CIMA®

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.

  • Andrew Kittelson

    Andrew Kittelson, CEPA, CIMA®

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IL
    • KS
    • LA
    • MA
    • MD
    • MI
    • MT
    • NC
    • NJ
    • NY
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    Andrew specializes in bringing a holistic wealth management approach to a select group of families including closely held business owners and corporate executives. In addition to being a Certified Investment Management Analyst® (CIMA®), he is a Certified Exit Planning Advisor (CEPA) with experience in guiding successful entrepreneurs and wealthy families through the transfer of ownership of their privately held companies. His experience guiding clients through exit strategies, differentiates him as one of a select group of wealth managers who truly understand the process for taking business owners comfortably through the "owner to investor" transition. Tapping into the exclusive network he has established across the industry, Andrew can connect you to the right experts at the right time to help further inform your planning decisions for your company, your family and your legacy.

    Andrew serves on the board of P3 Foundation which is dedicated to the relief of the impoverished, the ill, and the elderly; furthering community development.  He is also a founding board member of the Exit Planning Exchange Charlotte, a community of trusted advisors that collaborate to help their private company clients build business value, transfer ownership and create a legacy of success in their lives and their communities.

     Credentials that build confidence

    • Certified Exit Planning Advisor (CEPA)  
    • Certified Investment Management Analyst (CIMA®)
    • UBS Wealth Advisor
    • Portfolio Manager
    • Series 7, 9, 10, 31 and 66 securities licenses
    • Life, health and long-term care insurance licenses
    • B.S., University of Rhode Island
    • M.B.A., Providence College

     

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

      • Certified Exit Planning Advisor
      • Certified Investment Management Analyst®
      6100 Fairview Road
      Suite 900
      Charlotte, NC 28210
      andrew.kittelson@ubs.com
      Andrew Kittelson, CEPA, CIMA®
      6100 Fairview Road,Charlotte,NC,28210
    • Candace Cline

      Candace Cline

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AL
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IL
      • KS
      • LA
      • MA
      • MD
      • MI
      • MT
      • NC
      • NJ
      • NY
      • OR
      • PA
      • RI
      • SC
      • TN
      • TX
      • UT
      • VA
      • WA
      • WI

      Candace "grew up" in financial services. Always interested in saving and investing, her first job out of college was assisting her dad, a financial advisor. From there, she assisted a number of other Financial Advisors, which helped her decide her ultimate career path.  Candace returned to UBS in 2010 and completed the Financial Advisor Training Program.  She earned the CERTIFIED FINANCIAL PLANNER™ certification in 2012. She helps clients in a variety of areas in managing their finances. Becoming a CFP® is one of the most difficult and stringent processes in terms of financial advisors. It requires years of experience, successful completion of standardized exams, a demonstration of ethics, and a formal education. The most important aspect of a CFP® is that they have a fiduciary duty, meaning she must make decisions with her clients' best interests in mind. Today, Candace is a lead advisor with Gateway Wealth Management where she focuses on advanced planning, helping clients in transition make smarter decisions about their money. Her planning advice primarily addresses her clients' cash flow, wealth protection and
      transfer needs and philanthropic planning.

      Credentials that build confidence

      • CERTIFIED FINANCIAL PLANNER™ (CFP®)
      • Certified Divorce Financial Analyst ™
      • UBS Wealth Advisor 
      • Series 7 and 66 securities licenses
      • Life, health and long-term care insurance licenses
      • B.S., business administration, University of North Carolina Charlotte
      • Member, Divorce Alliance and Financial Planning Association of Charlotte 

       

      • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.
      • Forbes Top Women Wealth Advisors Best-in-State, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

        • Certified Divorce Financial Analyst
        • CERTIFIED FINANCIAL PLANNER™
        6100 Fairview Road
        Suite 900
        Charlotte, NC 28210
        candace.cline@ubs.com
        Candace Cline
        6100 Fairview Road,Charlotte,NC,28210
      • Gordon Semenuik

        Gordon Semeniuk

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IL
        • KS
        • LA
        • MA
        • MD
        • MI
        • MT
        • NC
        • NJ
        • NY
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI

        Gordon has been helping clients plan and manage their financial lives since beginning his career in 1983 with Merrill Lynch in Newport Beach, California.  He and his family relocated to Charlotte in 1989, joining UBS in 1999.

        With the privacy and security of your assets of utmost importance, the vast global resources of UBS are at your fingertips, delivered locally by Gordon and the Gateway Wealth team.  Your experience begins with a thorough financial plan, leading to solutions designed to help you enjoy your life and achieve your goals, confident of the solid financial foundation supporting you.  Whatever you care about, we're here to help you make it happen.

        Ongoing communication is a key element of a strong financial planning relationship.  Gordon and the Gateway team employ a precise service model of regular contact and dialogue so that you continue to understand your own plan and how it can adapt to changes in your life and in the world around us.

        Originally from Chapel Hill, Gordon graduated from UNC with a degree in Economics and Political Science.  He and his wife, Kay enjoy spending time with their three sons, their wives and three grandchildren.

              13024 Ballantyne Corporate Pl.
              Suite 650
              Charlotte, NC 28277
              gordon.semeniuk@ubs.com
              Gordon Semeniuk
              13024 Ballantyne Corporate Pl.,Charlotte,NC,28277
            • Alec Johnsen

              Alec Johnsen

              Wealth Strategy Associate

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              • FL
              • GA
              • MA
              • NC
              • NY
              • OR
              • RI
              • SC
              • TN
              • TX
              • VA
              • WA

              Insight grounded in experience 
              Alec began his career working on a portfolio management team and soon realized that he is a people person and preferred working directly with clients. He joined Gateway Wealth Management in 2016 where he is able to do just that - listening and learning about clients, what they need and what they hope to accomplish with their wealth.  Alec is also the main point of contact for all team operations, including account opening and maintenance, trading, lending and banking inquiries.

              Credentials that build confidence

              • Series 7 and 66 securities licenses
              • Life, health and long-term care insurance licenses
              • MBA, B.S., business administration/finance concentration, The College of Saint Rose

               

              Making a difference
              Through UBS, Alec volunteers for a number of causes, including the food bank of Charlotte. He lives in Fort Mill, SC with his wife and two children. Alec is an avid NBA fan and enjoys watching local basketball games and spending time with his family on weekends.

                    6100 Fairview Road
                    Suite 900
                    Charlotte, NC 28210
                    alec.johnsen@ubs.com
                    Alec Johnsen
                    6100 Fairview Road,Charlotte,NC,28210
                  • Robert Yount

                    Robert Yount

                    Client Associate

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                    • NC

                    Hailing from a background in customer service and event coordination, Robert joined UBS in 2023 for the Gateway Team. He provides operational support, as well as managing the overall marketing aspects of the team, and enjoys creating stronger relationships with clients. 

                    Robert is a North Carolina native, and in his free time is an avid reader and involved in his local church. 

                      • Wake Forest University, B.A., Communication
                        6100 Fairview Road
                        Suite 900
                        Charlotte, NC 28210
                        robert.yount@ubs.com
                        Robert Yount
                        6100 Fairview Road,Charlotte,NC,28210
                      • Amanda Walrath

                        Amanda Walrath

                        Senior Client Associate

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                        • FL
                        • NC
                        • NY
                        • SC

                        Amanda began her financial services career in 1997 before teaming with Gordon in 2010.  Amanda is Series 7 and 63 securities licensed and represents the strength of UBS' client support.

                        You will be impressed with Amanda's friendly, client-first attitude.  She is highly organized and detail oriented, a perfect fit as your key contact for all administrative needs.  You will enjoy the first class experience that Amanda provides.

                              13024 Ballantyne Corporate Pl.
                              Suite 650
                              Charlotte, NC 28277
                              amanda.walrath@ubs.com
                              Amanda Walrath
                              13024 Ballantyne Corporate Pl.,Charlotte,NC,28277
                            Business sale and succession

                            Business sale and succession

                            Multigenerational wealth planning

                            Multigenerational wealth planning

                            A team approach

                            A team approach

                            two men planning

                            Ready to sell your business?

                            The five hallmarks of a successful sale

                            Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.

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